MEMBERSHIP DIRECTORY - Minnesota

Transcription

MEMBERSHIP
DIRECTORY
Minnesota
May 2015
THANK YOU to our 2015 Plat & Gold Partners!
PLATINUM
Jay Robinson
612-375-9525
jay.robinson@
schwab.com
Kathie Bortnem • 877-867-7293
kbortnem@milesfranklin.com
Spencer Gerke • 503-726-2059
SGerke@jenseninvestment.com
Cassidy Burns • 612-904-6221
CassidyB@Riverbridge.com
Brandon Hillman • 612-373-7425
bhillman@chubb.com
Denny
Bennett, CMPS
612-804-0488
denny@
dennybennett.com
Paul Schuster • 612-396-6802
pschuster@marketplacehome.com
Scott Howard • 651-294-8309
SHoward@mairsandpower.com
Steve Benjamin • 612-359-2554
spb@sitinvest.com
Robert Kincade • 800-317-1127
rkincade@stonebridgecap.com
GOLD:
Personal Risk Management & P&C Insurance
Michelle Marquez • 651-605-2747
michellem@pcgagencies.com
Derek Hansen • 952-546-5996
dzh@capgroup.com
Beth Nemec • 866-869-8770
bnemec@lifesprk.com
Nicole Rosandich • 612-723-2658
Nicole.Rosandich@phhonline.com
Matt Murphy • 513-474-8777
matt.murpy@bnymellon.com
Chris Hastings • 612-599-8549
cjhastings@sapphiressoftware.com
Corey Winters • 866-306-7135 x3261
cwinters@scottrade.com
Colin Capps • 507-587-3864
ccapps@jeffnat.com
Vidya Nathu • 415-778-2634
vidya.nathu@parnassus.com
Thank You to our Annual Partners!
Besides our absolutely fantastic Board and wonderful Volunteers, we also have our Annual
Partners to thank. They provide approximately one-half of the revenue needed to run the
chapter. Without our Partners’ support, your price for chapter meetings and the annual
Symposium would be much higher. Plus, we wouldn’t have the support of Bonnie Stanley
and the staff at Office Connection.
When a Partner communicates with you, please take a few minutes out of your day to
thank them and listen to what they have to offer.
Brandon Fries • 801-533-0777
brandon@wasatchfunds.com
Yana Morgan • 402-391-1980
ymorgan@weitzfunds.com
As of May 1, 2015
Ackerman
Stacey
J
Altman
Wells Fargo Investment
CFP, CTFA
406 Main Ave
Fargo, ND 58126
701-293-4939
Fax: 701-293-4925
stacey.ackerman@wellsfargo.com
Member Since
April 2004
Acton
Dale
L
Laurence
Aman
Fure Financial Corp
CFP
8500 Normandale Lakes Blvd., Suite 950
Bloomington, MN 55437
952-944-8250
Fax: 952-944-8252
ffcdale@msn.com
J
Fortune Financial
CFP/CLU
10261 Yellow Circle Drive
Minnetonka, MN 55343
952-908-2510
Fax: 952-908-2501
la@fortunefin.com
Qualified Retirement Plans
Retirement Planning
Investment Planning
Member Since
October 2002
James
N
Thrivent Financial for Lutherans
CFP
18015 Ulysses St NE, #100
Ham Lake, MN 55304
763-754-2670
Fax: 763-754-2722
james.aman@thrivent.com
Member Since
August 2006
Adamek
SBI Financial Services
8120 Penn Ave S, Suite 140
952-881-5755
badamek@sbi-financial.com
Brian
Member Since
May 2012
Amundson
Bjorn
Kaleo Advisor Group
2918 Upper 55th St
Inver Grove Heights, MN 55076
651-389-1177
Fax:
bjorn.w.amundson@ampf.com
CFP
Fax:
W
CFP
Member Since
August 2010
Adkins
Mark
Merrill Lynch
8300 Norman Center Dr, #1250
952-820-1922
Fax:
mark_adkins@ml.com
Member Since
July 2008
Amundson
Bryan
Wells Fargo Advisors
4128 Lavaque Rd
Hermantown, MN 55811
218-726-9351
Fax:
bryan.amundson@wellsfargo.com
CFP CTFA
D
CFP, CFA
Member Since
June 2014
Ahlgren
Riverbridge Partners
1200 IDS Center, 80 S 8th St
Minneapolis, MN 55402
651-208-5719
jasona@riverbridge.com
Jason
M
Member Since
May 2012
Andersen
Kristi
L
Kristi L. Andersen Financial Partners, LLC
CFP
500 East Grant Street #1204
612-354-3032
Fax: 612-313-7489
Kris@KristiLAndersen.com
CFP
Fax:
Member Since
February 2014
Alf
Clerestory Advisors, Inc
750 Main Street, Suite 215
St Paul, MN 55118
651-209-2610
tom@clerestoryadvisors.com
Retirement
Divorce
Investments
Alleckson
RSM McGladrey
310 S Broadway, Suite 300
Rochester, MN 55904
507-226-0483
eric.alleckson@rsmi.com
Thomas
B
Member Since
December 2003
Anderson
Fax: 651-209-0840
Member Since
February 2004
Eric
N.
Member Since
February 2013
Anderson
St. Croix Advisors, LLC
401 Second St, #200
Hudson, WI 54016
651-337-1919
brett@stcroixadvisors.com
CFP
Fax: 507-226-0583
Member Since
March 2006
May 1, 2015
Alexander
CliftonLarsonAllen
220 S Sixth St, Suite 300
612-376-4503
Fax:
alexander.anderson@claconnect.com
CFP, CPA
Minnesota Chapter
Brett
Fax:
Member Since
September 2011
Page 1
Anderson
Casey
Anderson, II
CliftonLarsonAllen Wealth Advisors LLC CFP
220 South 6th Street, Suite 300
612-376-4764
Fax: 612-376-4600
casey.anderson@cliftonlarsonallen.com
Schad, Lindstrand & Schuth
1721 - 10th Street East
Glencoe, MN 55336
320-864-6166
chipa@slscpa.com
Thomas
Fax: 320-864-4005
Member Since
September 2007
Anderson
Corey
Member Since
January 2005
Andresen
Secura Consultants, LLC
6465 Wayzata Boulevard, Suite 920
952-224-5400 x204
Fax: 952-224-5409
corey@securaconsultants.com
Nicholas
CliftonLarsonAllen Wealth Advisors
612-376-4597
Fax:
nicholas.andresen@claconnect.com
Member Since
February 2012
Anderson
David
C
Member Since
July 2014
Anfinson
Tradition Wealth Management
7601 France Avenue South, Suite 100
Edina, MN 55435
952-563-6524
Fax:
danderson@traditionwealth.com
David
Anfinson Thompson & Co
CPA/PFS
1604 First Street S
Wilmar, MN 56201
320-235-7491
Fax: 320-234-7497
david@anfinsonthompson.com
Member Since
September 2013
Anderson
Gregory
S
Member Since
May 2013
Anthony
Endgame Financial Group
CFP, CRPC
Shakopee Prof Bldg, 1275 Ramsey St, #800
Shakopee, MN 55379
952-641-4734
Fax: 952-496-2017
gregory.s.anderson@ampf.com
Mitch
Financial Life Planning Institute
1538 Seasons Ln SW
Rochester, MN 55902
507-282-2723
Fax: 507-282-2732
mitch@mitchanthony.com
Member Since
May 2007
Anderson
Home Federal Investment Services
1016 Civic Center Dr NW
Rochester, MN 55901
507-280-3425
Fax:
kelly.anderson@ceterais.com
Kelly
M.
Member Since
October 2002
Arms
Leo
Thomas Leo Advisory, LLC
708 N 1st Ave S, #235E
CFP
Fax:
leo@thomasleoadvisory.com
Member Since
January 2002
Anderson
Nancy
E
Member Since
October 2013
Arnold
US Bank, Private Client Reserve
JD, CTFA
BC-MN16H, 800 Nicollet Mall - 16th Floor
612-349-4803
Fax: 612-349-7975
neapersonal@aol.com
Sarah
Ameriprise Financial Services, Inc.
1032 Ameriprise Financial Center
612-678-4773
Fax:
sarah.t.arnold@ampf.com
Member Since
March 2002
Anderson
Fortune Financial
5517 Wooddale Avenue
Edina, MN 55424
952-908-2537
Fax:
ryan.anderson@fortunefin.com
Ryan
Member Since
August 2014
Arps
Dougherty Wealth Advisers
90 South 7th St, #4300
612-317-2006
Fax:
jarps@doughertywealthadvisers.com
CFP
Member Since
June 2011
May 1, 2015
G
CFP
Minnesota Chapter
Jennifer
A
CFP
Member Since
March 2000
Page 2
Asato
Satoru
McNellis & Asato, LTD
5600 W. 83rd Street, 8200 Tower, #560
952-548-3123
Fax:
satoru.asato@raymondjames.com
Retirement Planning
Investment Management
Retirement Income Distribution
Auckenthaler
O
Babcock
CFP
Member Since
September 2006
Benjamin
W
Baldry
Ameriprise Financial Services
CFP
6500 City West Pkwy, #400
Eden Prairie, MN 55344
952-746-9456
Fax: 952-746-9441
benjamin.w.auckenthaler@ampf.com
Nicholas
J
Fax:
augustnj@gmail.com
Member Since
January 2014
Scott
Highview Advisors
5610 Rowland Rd. Ste.105
952-204-7001
niles@highviewadvisors.com
Niles
L
Member Since
March 2012
Advanced Capital Group
50 South 6th St, #975
612-230-3004
davelar@acgbiz.com
Derrick
Fax:
Zurich
T
John
R
Member Since
April 2002
S
ChFC
Fax:
Member Since
October 1992
Bradley
JD
Fax:
Dana
Advisors Group
CFP
100 Fourth Avenue SE, Suite 2
Plainview, MN 55964
507-534-3198
Fax: 507-534-3882
bozonedb3265@yahoo.com
Financial Planning for Business Owners
General Financial Planning
Mutual Funds
P
Member Since
January 2000
Paul
Advisors Group
CFP
3428 Lakeridge Place NW, Suite 120
Rochester, MN 55901
507-286-9130
Fax: 507-286-9027
paul@advisors-group.net
Investment and Asset Management
Retirement Planning
Tax Planning
Bauerly
Zurich Awes Financial
CFP, CSA
3033 Campus Drive, Suite 100 West
Plymouth, MN 55441
763-577-1900
Fax: 763-577-1999
terry@zurichawes.com
Fee Based Financial Planning
Member Since
Annuities
Retirement Income Specialists
December 2001
May 1, 2015
Member Since
July 2005
Member Since
July 2012
Basballe
CFP
Member Since
October 2011
Awes
Princor
16510 Black Oaks Circle
Wayzata, MN 55391
773-251-0969
barinsky.brad@princor.com
Basballe
Fax: 952-232-0234
Avelar
Your Financial Advocate, LLC
13001 St. David's Road
952-945-0931
jsbblb@msn.com
Qualified Plans
Retirement Planning
Annuities
Barinsky
North Star Resource Group
CFP
2701 University Ave SE
612-617-6000
Fax: 612-617-6001
scott.augustine@northstarfinancial.com
Comprehensive Financial Planning
Member Since
Insurance
November 2007
Austvold
5159 Main St E., #210C, PO Box 477
Maple Plain, MN 55359
763-479-1099
Fax: 763-479-1999
kurtbaldry@frontier.com
Retirement Planning
Business Succession Planning
Barbier
100 Hatch Avenue
St Paul, MN 55117
Augustine
Kurt
S
CFP
Member Since
February 2010
Augustin
Chad
State Farm
CFP, ChFC
373 George Street
Excelsior, MN 55331
952-474-1454
Fax: 952-474-0939
chad.babcock.pic8@statefarm.com
Auto/Homeowner's Insurance
Financial Services
Member Since
March 1993
Jason
Ameriprise Financial
11671 Fountains Drive, Suite 215
Maple Grove, MN 55369
763-488-9595
Fax: 763-494-0590
jason.2.bauerly@ampf.com
Minnesota Chapter
Member Since
August 2008
Page 3
Bauman
Aimee
Bennis
Wells Fargo The Private Bank
CFP
90 South 7th St, MAC N9305-111, 11th Flr
612-667-6760
Fax: 612-316-1156
aimee.n.bauman@wellsfargo.com
Wendy
K
Tealwood Asset Management
120 South Sixth Street, Suite 1900
612-767-6223
Fax: 612-341-9363
wbennis@tealwood.com
Member Since
March 2005
Baumann
Saul
R
Member Since
August 2013
Benson
Laurel Wealth Planning
4879 Drake Street
Maple Plain, MN 55359
952-854-6250
Fax:
saul.baumann@laurelwealthplanning.com
Jeffrey
Prudential
600 S Hwy 169, #1000
St Louis Park, MN 55426
Fax:
jeff.benson@prudential.com
Member Since
December 2014
Baustian
Shannon
Member Since
February 2012
Bentley
US Bank, The Private Client Reserve
800 Nicollet Mall, 16th Floor, BC-MN-H16
612-303-3073
Fax:
shannon.baustian@usbank.com
Christopher
7601 France Ave S, #300
Edina, MN 55435
952-857-1234
Fax:
christopher.bentley@ampf.com
Member Since
November 2014
Beckenbaugh
Michelle
Member Since
November 2013
Bera
Gen Y Planning
16694 Meadowbrook Ln.
Wayzata, MN 55391
612-790-7955
sophia@genyplanning.com
7300 Metro Blvd, Ste 625
Edina, MN 55439
952-926-1659
Fax: 952-926-0633
michelle.beckenbaugh@gmail.com
Sophia
CFP
Fax:
Member Since
November 2013
Becker-Gemmill
Allianz Life of North America
5701 Golden Hills Drive
763-765-6393
karen.gemmill@allianzlife.com
Karen
Member Since
March 2010
Berg
Jonathan
Bell State Bank & Trust
15 N Broadway
Fargo, ND 58102
CFP
Fax:
Fax:
jberg@bellbanks.com
Member Since
March 2006
Beeson
Admin Solutions
1316 Warner Avenue North
Mahtomedi, MN 55115
651-815-0668
sandybeeson@comcast.net
Sandy
Member Since
May 2014
Berger
Berger Financial Group
1143 South Shore Drive
763-746-2666
Fax:
mark@bergerfinancialgroup.com
Fax:
Mark
Angus
Bennett, Mastin & Kosmak, Inc.
3033 Excelsior Boulevard, Suite 465
612-767-7471
Fax: 612-767-7478
abennett@bennettmastinkosmak.com
Asset Management
Asset Allocation
Investment Planning
May 1, 2015
Member Since
July 2008
Bergstrom
Member Since
October 2000
A
CFP
Member Since
October 2014
Bennett
D
CFP
John
Cardinal Wealth Advisors
CFP, ChFC, CLU, CDFA
7205 Ohms Lane #200
Edina, MN 55439
952-746-4700
Fax: 952-746-1902
john@cardinalwealth.net
Member Since
Portfolio Management (Asset)
Divorce Mediation/Planning
July 2001
Minnesota Chapter
Page 4
Bergstrom
Nancy
M
Bills
Meristem
CFP
601 Carlson Parkway, Suite 800
952-835-8287
Fax: 952-835-8283
NBergstrom@meristemmfo.com
Member Since
March 2007
Bergstrom
William
Focus Financial Network, Inc.
CFP
1300 Godward Street NE, Suite 5500
651-379-3908
Fax: 651-379-3955
bbergstrom@focusfinancial.com
Retirement Planning
Estate Planning
Asset Management
Berhow
Affiance Financial
600 Hwy 169 So., Suite 1950
952-253-2570
matt@affiancefinancial.com
Matthew
R
Judith
Financial Designs Inc
5354 Parkdale Drive, Suite 106
952-843-0300
Fax: 952-843-0302
Judy@FDI-online.com
Estate Planning
Financial Planning for Executives
Retirement Planning
Bilotta
JNBA Financial Advisors, Inc.
8500 Normandale Lake Blvd, #450
952-844-0995
Fax:
Michael.Bilotta@jnba.com
ChFC, CASL
Member Since
January 2008
Bina
John
651-379-3908
Fax:
jbina@focusfinancial.com
CFP
Fax: 952-544-5524
Member Since
March 2010
Bernicke
SII Investments
4813 Keystone Crossing
Eau Claire, WI 54701
715-832-1173
tbernicke@bernicke.com
Investment Planning
Tax Planning
Asset Allocation
Betz
Ty
Member Since
December 2004
Bird
Thomas
Thomas L. Bird & Associates, P.A.
7075 Flying Cloud Drive
952-828-4840
Fax:
thomas.bird@birdfirm.com
CFP
Fax: 715-832-1933
Member Since
April 2001
Chuck
Member Since
September 2012
Bischoff
CliftonLarsonAllen Wealth Advisors LLC CFP
612-376-4654
Fax: 612-376-4690
cbetz@cliftonlarsonallen.com
Michael
CFP
7900 Xerxes Avenue South #1920
952-837-3239
Fax: 952-837-0011
mike@webbfinancial.com
Member Since
October 1983
Beversdorf
Tim
A
Member Since
January 2005
Bishop
Boulay Financial Advisors, LLC
CFP
3610 Zircon Ln N
952-893-3814
Fax: 952-893-3830
timb@bhz.com
Michael
Wealth Enhancement Group
CFP
7601 France Ave. S., #235
Edina, MN 55435
952-249-7008
Fax: 763-417-1701
mbishop@wealthenhancement.com
Member Since
August 2004
Biermann
Laura
Member Since
March 2010
Bjork
Legacy Financial Advisors Corp
CFP
3500 American Boulevard West, #675
952-893-5555
Fax: 952-893-5560
lbiermann@lfamn.com
Sonja
Highview Advisors
5610 Rowland Rd, Ste 105
952-204-7002
Fax:
sonjabjork@highviewadvisors.com
Member Since
February 2015
May 1, 2015
Member Since
June 1999
Michael
Member Since
January 1997
A
A
Minnesota Chapter
Member Since
November 2014
Page 5
Black
Ataraxis Financial
2308 Meadow Hills Dr SW
Rochester, MN 55902
507-208-9045
mjb@ataraxisfinancial.com
Michael
Blossom
Prestige Planning Inc
8631 Eagle Point Rd
Lake Elmo, MN 55042
651-209-9333
cblossom@prestigewm.com
Fax:
Charles
Fax: 651-209-9334
Member Since
January 2015
Blaeser
ING Financial Partners, Inc.
322 East County Rd D.
St Paul, MN 55117
651-481-6900
gblaeser@moneygeeks.com
Gregory
L
Member Since
November 2002
Blount
UBS Financial Services
10778D Falling Water Lane
Woodbury, MN 55129
651-298-1693
lee.blount@ubs.com
Fax: 651-481-0609
A.
CFP
Susan Lee
CFP
Fax: 855-535-6193
Member Since
January 2013
Blankenship
Wells Fargo
13162 Jenkins St NE
Blaine, MN 55449
612-408-9491
Fax:
derek.j.blankenship@gmail.com
Derek
J
Bollom
CFP
Member Since
January 2011
Blewett
Matthew
The Financial Plan Resource Group
CFP
2396 Harvest Way
Chanhassen, MN 55317
651-292-4877
Fax:
msblewett@yahoo.com
Charitable Giving
Tax Planning
Block
Paul
Sharon
White Oaks Wealth Advisors, Inc.
IDS Center, #1725 805 8th St
612-455-6901
Fax: 612-455-6901
sharon@whiteoakswealth.com
Stock Option Strategies
Investment Planning
Bloom
1600 Meadowview Trail
Hastings, MN 55033
651-212-0832
tonybolstorff@gmail.com
A
Fax:
Member Since
February 2012
Bonine
A
Robert
Lifelong Wealth Advisors
CFP
701 4th Avenue South, Suite 1700
Minneapolis, MN 55415-1818
612-349-6400
Fax: 612-279-6477
rbonine@LLWAdvisors.com
Member Since
June 2010
Book
242 Brookstone Drive SE
Rochester, MN 55904
507-251-5726
christopher.r.book@gmail.com
Christopher
Fax:
Member Since
January 2004
Connie
Member Since
February 2001
Anthony
Member Since
February 2009
Member Since
August 2014
Borg
MarketPlace Home Mortgage, LLC
7380 France Ave S, Ste 200
Edina, MN 55435
612-518-7027
Fax: 952-831-1999
cbloom@marketplacehome.com
Bradley
J.
Shared Financial Resources Group
855 Village Center Drive, #317
St Paul, MN 55127
651-486-9835
Fax: 651-846-5040
bradley.borg@lpl.com
Member Since
December 2014
May 1, 2015
Colleen Hartmon
Harmon & Hartmon Financial Group, LLCCFP
1360 Energy Park Drive, Suite 100
St Paul, MN 55108
651-332-5540
Fax: 651-332-5559
colleen@hhfinancialgroup.com
Retirement Planning
Bolstorff
Block and Kroll Financial
CFP, ChFC, CLU
PO Box 2967
La Crosse, WI 54602-2967
608-785-2200 x2
Fax: 608-785-2203
pablock@hirep.net
Member Since
Insurance
July 2000
Bloodworth
Member Since
July 2006
Minnesota Chapter
Member Since
January 2008
Page 6
Borg
Martin Financial
16769 Mayfield Dr
952-253-2252
ericb@martin-financial.com
Eric
Branham
CFP
Fax: 952-541-3619
Member Since
June 2009
Boria
Patrick
J
Brass
Dyste Williams Financial Group
LUTCF, CLTC
6465 Wayzata Blvd, Suite 700
952-843-4437
Fax: 952-593-5026
pboria@dystewilliams.com
Asset Management
Member Since
Estate Planning
Long Term Care
December 2001
Bortnem
Kathie
Member Since
October 2012
Trust Point Inc.
43 Main Street SE, #214
612-339-2343
bbosch@trustpointinc.com
William
Fax:
Member Since
June 2014
Botzet
Rebecca
322 Greenhill Lane
Long Lake, MN 55356
952-941-2795 x11
beckybotzet21@hotmail.com
Fax:
Member Since
August 2009
Bowen
Bremer Wealth Management
208 E College Dr
Marshall, MN 56258
507-537-0207
tjbowen@bremer.com
Tyler
Gerald
Robert W. Baird & Co.
CIMA
7650 Edinborough Way, Suite 300
Edina, MN 55435
952-857-5502
Fax: 952-857-5538
GBrennan@rwbaird.com
Charitable Giving
Retirement Planning
Dana
Birchwood Financial Partners
CFP
3300 Edinborough Way, #610
Edina, MN 55435
952-885-9088
Fax: 952-887-2949
dana@birchwoodfp.com
Investment Planning
Asset Management
Brice
Mindful Asset Planning
14530 Pennock Avenue
Apple Valley, MN 55124
651-226-0483
mark@mindfulplanning.com
Fax:
Mark
Douglas
R
D
Member Since
April 2009
M
Member Since
July 1998
W
Member Since
October 2010
Thrivent Financial
707 Bielenberg Dr., Ste 102
St Paul, MN 55125
651-738-1767
chad.broberg@thrivent.com
Member Since
October 2000
May 1, 2015
Member Since
May 1998
Fax: 952-432-6705
Broberg
Box Financial Advisors
CFP, ChFC
701 4th Avenue S
612-347-8686
Fax: 612-313-7524
doug@boxfinancialadvisors.com
E
CFP
Member Since
September 2014
Box
T
Member Since
February 1972
David
Brewer
CFP
Member Since
April 2001
CFM MBA CIMA CFP
Boulay PLLP
CFP/CPA/PFS
7500 Flying Cloud Dr, Suite 800
952-893-3821
Fax: 952-893-3830
dbremer@boulaygroup.com
Tax Planning
Brennan
CTFA
A
James
Merrill Lynch
1495 Green Trees Road
Wayzata, MN 55391
612-790-1900
Fax:
jjbrass67@gmail.com
Investment Planning
Asset Management
Bremer
Miles Franklin Ltd
801 Twelve Oaks Center Drive, #834
Wayzata, MN 55391
877-867-7293
Fax: 952-476-7971
kbortnem@milesfranklin.com
Bosch
Michael
Cornerstone Wealth Advisors, Inc.
CFP
5201 Eden Ave South, Suite 135
Edina, MN 55436
952-920-3900x202
Fax: 952-920-9567
Mike@CornerstoneWealthAdvisors.com
Retirement Planning
Minnesota Chapter
Chad
CFP, ChFC, FIC
Fax:
Member Since
February 2015
Page 7
Relentless
in our pursuit of
successful results
for our clients.
Since 1987, Riverbridge Partners has successfully served as an investment
manager offering high-quality, long-term growth portfolios. We believe our
proven long-term track record and historically lower risk of our portfolios is the
result of an Investment Team that is dedicated to a consistent investment process.
Riverbridge offers both separately managed accounts as well as mutual funds*.
Please consider the Fund’s investment objectives, risks, charges and expenses before investing. This and other
information can be found in the prospectus. Visit www.riverbridge.com for more information.
Riverbridge is proud to partner with the FPA of Minnesota.
www.riverbridge.com
RB5032-2-9-15.indd 1
2/9/15 10:55 AM
Brockberg
Eric
Raymond James Financial Services
101 NW Second St
Pipestone, MN 56164
Fax:
eric.brockberg@raymondjames.com
Brown
CFP
Member Since
November 2011
Brodeur
American Beacon Advisors
4416 Sparrow Road
612-965-9500
paul.brodeur@ambeacon.com
Paul
W
Timothy
Fax: 952-746-1366
Member Since
January 2002
Richard
Fax:
Jay
R.
3310 Hazelwood West
612-303-3151
rickbruce957@gmail.com
Asset Allocation
Asset Management
Market/Investment Trends
Fax: 612-303-3793
Member Since
March 1988
Bryan
Cahill Financial Advisors, Inc.
7300 Metro Blvd., Suite 625
Edina, MN 55439
952-926-1659
james@cahillfa.com
James
Kathy
Fax: 952-926-0063
Member Since
December 2009
Mark
Aon Private Risk Management
5600 West 83rd St, 8200 Twr, #1100
952-807-0628
Fax: 312-381-0532
Mark.M.Brown@aon.com
Property Casualty Insurance
Commercial Insurance
Brown
Member Since
November 2002
Bubolz
Transamerica Retirement Management
408 Saint Peter Street, #230
St Paul, MN 55102
651-286-4734
Fax: 800-503-8884
Kathy.Brown@Transamerica.com
M
Bubolz-Earley
3173 Town Road 8
Intern'l Falls, MN 56649
218-283-9589
earley@frontiernet.net
Education
Budgeting
Debt Management
Christy
Fax:
Member Since
September 1993
James
Member Since
January 1998
Richard
Thomas
Member Since
October 2002
Bucholz
329 Liberty Lane
Fargo, ND 58047
701-451-3103
jamiebucholz@yahoo.com
R.
Jamie
CFP
Fax:
Member Since
September 2013
Buck
CFP
Fax: 952-895-0112
Member Since
December 2004
May 1, 2015
W
Appletree FInancial Network
952-853-1235
Fax:
jbuchanan@appletreefn.com
Member Since
April 2012
Thomas R. Brown, CFP
300 Eagle Ridge Cir
Burnsville, MN 55337
952-895-5354
brown300@comcast.net
A
CFP
Buchanan
952-844-0995
Fax: 952-844-0996
Richard.Brown@JNBA.com
Brown
W
CFP
Member Since
December 2006
Brown
R
CFP
Securian Financial Services, Inc.
CFP
4200 Princeton Avenue
651-665-1625
Fax: 651-665-7307
jayrobertbrown@gmail.com
Brown
B
CFA, CFP, MBA
Bruce
Member Since
February 2014
Brown
Brown Wealth Management
12100 Singletree Ln, Ste 177
952-303-6715
tim@brownwealth.com
Retirement Planning
Asset Allocation
Charles
P
Buck Financial Advisors
CFP
9733 Wellington Ridge
Woodbury, MN 55125
651-330-3585
Fax: 651-204-2109
charles@buckfinancial.com
Member Since
Retirement Planning
September 2003
Minnesota Chapter
Page 8
Bunin
Richard
Richard D Bunin Law Offices
JD
Metropoint Twr #1670/600 Hwy 169
952-544-2345
Fax: 952-593-2508
rbunin@buninlaw.com
Estate Planning
Trusts
Tax Planning
Burnett
7101 York Ave S, #330
Edina, MN 55435
952-921-3371
marie.a.burnett@ampf.com
Marie
D
Calhoun
Member Since
July 1993
A
Callahan
CFP
Fax: 952-921-3372
Member Since
January 2006
Burns
Cassidy
M
Member Since
April 2008
Bush
Alexander
Munkeby Kramer
CFP
6 Tenth Ave NE
Hopkins, MN 55343
952-474-6933
Fax:
Alexander.Bush@siionline.com
Retirement Planning
Bushard
PO Box 9798
Fargo, ND 58106
701-451-3059
mbushard@bellbanks.com
Matthew
VALIC
P O Box 10272
Fargo, ND 58106
701-552-2466
flclmn@gmail.com
Fax:
Robert
Leslie
CFP
7601 France Avenue South, Ste 600
Edina, MN 55435
952-374-5501
Fax: 952-837-1133
leslie.g.cadle@ampf.com
Asset Allocation
Life Insurance
May 1, 2015
B
Member Since
May 1998
T
CFP,CLU, ChFC, CPCU
Fax: 651-734-7431
Gregory
C
Wilkerson Guthmann & Johnson, Ltd. CFP, CPA, MBT
1210 W County Rd E Ste 100
St Paul, MN 55112
651-767-1628
Fax: 651-297-6929
gcarlson@wilkersoncpa.com
Member Since
December 2006
Cadle
Member Since
October 1998
Member Since
March 2001
Carlson
Eide Bailly Financial Services
CFP
4310 17th Ave S, PO Box 2545
Fargo, ND 58108
701-476-8430
Fax: 701-476-8782
byera99@gmail.com
L
Charles
Member Since
April 2014
Bye
Member Since
July 2001
Thomas
CFP, CRPC
1907 Wayzata Blvd. Ste 350
Wayzata, MN 55391
952-449-6686
Fax: 952-473-7062
thomas.b.campbell@ampf.com
Retirement Planning
Life Planning
Canning
J.
Michelle
Callahan Financial Planning CorporationCFP
1000 Radio Dr, Ste 100
Woodbury, MN 55125
651-714-0323
Fax: 651-714-0422
mcampbell@cfpcorp.net
Estate Planning
Campbell
Member Since
July 2009
L
Robert
Callahan Financial Planning CorporationCPA/PFS, CFP
1000 Radio Drive, Suite 100
Woodbury, MN 55125
651-714-0323
Fax: 651-714-0422
robertcallahan@comcast.net
Insurance
Campbell
CFP
1200 IDS Center, 80 South Eighth Street
612-904-6221
Fax: 612-904-6271
cassidy@riverbridge.com
Sharon
Vector Wealth Management
CFP, ChFC
9520 87th St S
Cottage Grove, MN 55016
612-378-7560x204
Fax: 612-379-4895
scalhoun@vectorwealth.com
Member Since
Retirement Planning
September 2004
G
Member Since
October 2002
Carman
Marilyn
D
Wells Fargo Private Wealth Group
CFP
14441 Hollow Park LN
612-316-2250
Fax: 612-667-4727
Marilyn.D.Carman@wellsfargo.com
Member Since
May 1996
Minnesota Chapter
Member Since
March 2006
Page 9
Carpentier
MRK Financial Solutions
3020 Harbor Lane N
Plymouth, MN 55447
763-541-8400
mikec@mrkfs.com
Michael
J
Cerney
Fax: 763-541-8404
Member Since
April 2004
Carriar
Barclay
G
Del
Martin Financial
4815 Quantico Lane North
Plymouth, MN 55446
763-694-0234
Fax:
cerney.del@gmail.com
Cash Management and Budgeting
Insurance
Chase
Johnson, Carriar, Kruchten, Anderson & CFP,
Assoc
AAMS, CRPC,AWMA
1765 Roosevelt Rd
St Cloud, MN 56301
320-654-6715
Fax: 320-252-5549
Barclay.G.Carriar@ampf.com
Member Since
March 2008
Rachelle
Member Since
March 2001
Carrier
611 Summit Ave, Ste 2
Detroit Lakes, MN 56501
952-442-4123
matthew.j.carrier@ampf.com
Retirement Planning
Mutual Funds
Asset Allocation
Matthew
J
Fax: 952-442-4085
Member Since
March 1999
Ryan
Shavlik Financial Services
CFP
1865 W. Wayzata Blvd. #206
Long Lake, MN 55356
952-473-8300
Fax: 952-473-3800
ryan@shavlikfinancial.com
Mortgage Planning
Tax Preparation
Cass
Member Since
January 1994
Chaya
CFP
Carruth
John
White Dove Foundation
CFP
516 Wood Way
612-414-5182
Fax:
jchaya@whitedovefdtn.org
Financial Planning Business Owners
Financial Planner Best Practices
Life Planning
Cheeley
Member Since
January 2008
Michael
Ameriprise Financial Advisors
1907 Wayzata Blvd, #350
Wayzata, MN 55391
952-449-6693
mark.d.cheeley@ampf.com
Asset Allocation
Retirement Planning
Qualified Plans
Mark
Michael
D
Yilin
Member Since
August 2010
Chimerakis
Nick
White Oaks Wealth Advisors
CFP, ChFC
Fax:
Fax:
nick@whiteoakswealth.com
Caverly
Robert
Member Since
January 2014
Christian
Trever
Freedom Financial Partners LLC
6701 Upper Afton Rd, Ste 101
Woodbury, MN 55125
651-797-3532
Fax:
trever@ffpforme.com
Fax:
Member Since
May 2014
May 1, 2015
D
Minnesota State University, Mankato
150 Morris Hall
Mankato, MN 56001
507-389-5336
Fax:
yilin.chen@mnsu.edu
Member Since
January 2010
Bond & Devick
600 South Hwy 169, #875
651-335-9416
Rcaverly2@yahoo.com
Member Since
December 1998
Member Since
December 1996
Member Since
December 2014
ROR Tax Professionals
4500 Park Glen Road, #425
612-822-7177
mikec@rortax.com
J
Fax: 763-494-0590
Chen
MarketPlace Home Mortgage
Edina, MN 55435
612-201-5898
Fax:
mcass@marketplacehome.com
Cassidy
D
Rose Chase Financial
CFP
7900 Xerxes Avenue S #910
952-896-3400
Fax: 952-896-3401
shelli@rosechase.com
Specific Individual Financial Planning
Minnesota Chapter
Member Since
October 2012
Page 10
Christianson
2115 East Fifth Street
Duluth, MN 55811
952-452-3270
chri3105@d.umn.edu
David
Connors
Brad
iWealth
CWS
213 E 15th Ave
Waseca, MN 56093
507-835-9111
Fax: 507-835-2040
brad.connors@investmentcenters.com
Fax:
Member Since
September 2014
Clark
Shannon
L
Member Since
September 2009
Conrad
Peter
CFP
15065 East Vermillion Circle NE
Ham Lake, MN 55304
612-298-9191
Fax:
shannon@catalystconsultation.com
7016 Mark Terrace Drive
Edina, MN 55439
612-306-6875
pcaa.conrad@gmail.com
Fax:
Member Since
June 2005
Clemensen
James
Member Since
May 2010
Contag
CliftonLarsonAllen Wealth Advisors, LLCCFP
612-376-4650
Fax: 612-376-4690
James.Clemensen@claconnect.com
Theodore
Earl
H
Austin
Franke/Colby Financial Group
CFP
14850 Scenic Heights Road #100
952-937-9423
Fax: 952-448-9427
Austin.Colby@RaymondJames.com
Asset Allocation
Retirement Planning
Investment Planning
Comer
John
Comer Consulting
10219 36 Place North
Plymouth, MN 55441
612-396-3679
Fax:
john@jcomerconsulting.com
Marketing for Financial Planners
Business Planning
Retirement Planning
Conlin
RBC Wealth Management
520 W Hwy. 96, Suite 100
Shoreview, MN 55126
651-766-4953
john.conlin@rbc.com
Investment Planning
Modern Portfolio Planning
Asset Allocation
May 1, 2015
Member Since
March 2006
Coombs
Hellmuth & Johnson, PLLC
JD
8050 W. 78th St.
Edina, MN 55439
952-460-9242/9255
Fax: 952-941-2337
ecohen@hjlawfirm.com
Estate Planning
Member Since
Financial Reorganizations
November 1993
Colby
B
Cheryl
Member Since
September 2007
3800 American Blvd, Ste 1000
952-212-5676
mcosgriff@kdv.com
Matt
Fax:
Member Since
August 2003
M
Member Since
September 2014
Coughlan
Thrivent Financial
625 Fourth Ave S
612-844-4375
lisa.coughlan@thrivent.com
Lisa
Fax: 612-671-4749
Member Since
January 1994
W
Member Since
August 2011
Cowin
Sandvold & Associates
1550 Troy Lane N
Plymouth, MN 55447
763-432-2011
brcowin2@comcast.net
CFP
Fax: 651-766-4925
J
CliftonLarsonAllen Wealth Advisors, LLCCFP, CPA
220 South Sixth Street, Ste. 300
612-376-4520
Fax: 612-376-4600
cheryl.coombs@claconnect.com
Cosgriff
CFP
John
E
Thrivent Financial
CFP
7760 France Avenue S., Suite 710
Edina, MN 55435
952-475-9700
Fax: 952-938-2388
ted.contag@thrivent.com
Member Since
June 2009
Cohen
J
CFP
Member Since
February 2001
Minnesota Chapter
Robert
W
CFP
Fax: 763-432-2011
Member Since
January 2005
Page 11
Cox
66 Ninth Street East, #1802
St. Paul, MN 55101
952-200-9850
coxtr@hotmail.com
Tristan
Dahl
Dahl Recruiting, LLC
20 2nd Street NE, Unit 1703
612-812-7108
craig@dahlrecruiting.com
Fax:
Craig
CFP
Fax: 612-340-6791
Member Since
July 2014
Cozad
Douglas
D
Daline
Accord Financial Strategies, Inc.
CFP/MBA
945 Highway 169 North
Plymouth, MN 55441
952-449-4412
Fax: 952-746-9079
dougcozad@gmail.com
Qualified Plans
Member Since
Retirement Planning
Asset Management
November 1991
Crenna
Stifel Nicolaus & Co.
60 South 6th St., Suite 3000
612-455-5861
jcrenna@stifel.com
Retirement Planning
Investment Planning
Annuities
James
Alexis Cress, LLC
4308 College Heights Circle
952-334-2358
ac@alexiscress.com
A
Fax: 612-455-5600
Member Since
October 1986
Alexis
B
Fax:
Member Since
January 2012
Kathryn
M
CFP
Fax: 952-476-3750
Member Since
March 2004
Karen
BGM TruNorth
CFP
1099 Helmo Avenue North, Suite 230
Oakdale, MN 55128
651-735-5878
Fax: 651-735-5881
kdaloia@bgmtrunorth.com
Retirement Planning
Lynn
CLTC
563 Bielenberg Drive, Suite 245
Woodbury, MN 55125
651-379-3933
Fax: 651-379-3951
ldaly@focusfinancial.com
Retirement Planning
Davis
Federated Investors
1001 Liberty Avenue
Pittsburgh, PA 15222
612-209-2838
CTDavis@federatedinv.com
CFP
16730 43rd Ave N
Plymouth, MN 55446
612-281-9185
katie_jeff2@comcast.net
David
Daly
CTFA, MBA, CFP
Cullen-Huebschen
601 Carlson Pkwy, #500
952-476-3755
david.daline@rbcdain.com
D'Aloia
CFP
Cress
Member Since
May 2009
Fax:
Gregg
M
Member Since
January 2003
Cyberski
Susan
M
Fax:
Robert
S
Mark
B
625 - 4th Ave. S
612-340-6818
Fax: 612-340-6482
mark.dean@thrivent.com
Member Since
April 2001
May 1, 2015
Member Since
February 1999
Financial Compass
CFP
7510 Market Place Drive, Ste 101
952-921-2121
Fax: 952-487-2666
rsdavis@financialcompass.com
Member Since
Portfolio Management
Planning f/ Expatriots/foreign nationals
September 2003
Dean
CETERA Advisor Networks, LLC
CFP
6100 Uptown Blvd. NE, #610
Albuquerque, NM 87110
Fax: 505-271-5788
505-293-1923
cyberskis@ceteranetworks.com
R
Member Since
February 2015
Davis
MorganStanley Wealth Management, LLC
CFP
345 St. Peter Street, 1800 Landmark Twr
St Paul, MN 55102
651-215-8468
Fax: 651-215-8408
gregg.m.cummings@morganstanley.com
Member Since
March 2005
Christopher
Thomas
Member Since
April 2005
Cummings
P
Minnesota Chapter
Member Since
March 2009
Page 12
DeBaere
Kimberly
Devick
US Bank
CFP
800 Nicollet Mall BC-MN-H16A
612-303-3205
Fax: 612-303-3219
kimberly.debaere@usbank.com
Member Since
September 2009
Decker
Joshua
Educators Financial Services
CFP
41 Sherburne
St Paul, MN 55103
651-292-4895
Fax: 651-292-4815
jdecker@educationminnesota.org
Asset Management
Qualified Plans
Decker
R
Devitt
Carol
Member Since
April 2002
DeWitt
Hallett Financial
505 Highway 169 N., Suite 100
952-449-9269 x633
drew@hallettfinancial.com
CFP
Larry
R
Jeff
Fax: 952-449-9264
Member Since
December 2010
Thrivent Financial
18538 Exodus Ave
Farmington, MN 55024
612-340-8037
matt.dickerson@thrivent.com
Matthew
Fax:
Member Since
August 2003
MPPL Financial
202 Third Ave
Proctor, MN 55810
218-628-3135
kdickinson@mpplplan.com
Kyle
Fax:
Member Since
March 2004
Matthew
Member Since
September 2014
Dettman
Northwestern Mutual
1191 Northland Dr, Suite 150
Mendota Heights, MN 55120
715-441-0175
dave.dettman@nm.com
Dave
Fax:
Julie
Dillon Financial Group
CFP
11610 Andrew St
Brainerd, MN 56401
218-829-0356
Fax: 866-883-9129
jdillon@moneyconcepts.com
Investment Planning
Retirement Planning
Dobrzynski
CFP
Member Since
September 2014
May 1, 2015
Member Since
June 2012
Dillon
CliftonLarsonAllen
220 S 6th St, #300
612-376-4702
Fax:
matthew.delaney@claconnect.com
M
ChFC, CFP
Dickinson
CFP
505 North Hwy 169, #900
Plymouth, MN 55441
763-417-1420
Fax: 952-249-5113
jdekko@wealthenhancement.com
Delaney
R
Drew
Dickerson
DeGraaf Financial Inc
CFP/ChFC/CLU/CSA
P O Box 7396
St Cloud, MN 56302
320-251-6968
Fax: 320-202-8505
jeannie@degraaffinancial.com
Retirement Planning
Member Since
Qualified Plans
Employee Benefits Planning
June 2000
Dekko
Member Since
January 1997
Member Since
January 2005
Member Since
March 2013
DeGraaf
J
Baker Tilly Virchow Krause, LLP
CFP, CPA
225 S 6th St, #2300
952-351-4663
Fax: 952-835-5845
carol.devitt@bakertilly.com
Richard
Think Investment Services
5200 Members Pkwy NW
Rochester, MN 55901
507-536-6024
Fax:
rdecker@thinkinvestmentservices.com
Richard
Bond & Devick Financial Network
CFP
600 South Hwy 169, #875
952-591-0113
Fax: 952-591-0104
rj@bondanddevick.com
Retirement Planning
Tax Planning
Philip
A
Member Since
May 2000
W
ADoby Capital Management, LLC
CFP, CPA, MBA, CFA
10790 McCool Drive West
612-382-1117
Fax: 612-904-6250
phild@adobycapital.com
Asset Management
Member Since
Investment Planning
August 2000
Minnesota Chapter
Page 13
Minnesota’s oldest investment firm under private ownership. We are here to
support you locally through our three mutual funds:
MN FPA Contact
SCOTT D. HOWARD
showard@mairsandpower.com
651‐294‐8309
www.MairsandPower.com
ALPS Distributors, Inc. is the Distributor for the Mairs & Power Funds
Scott Howard is a Registered Representative of ALPS Distributors, Inc.
The Fund’s investment objective, risks, charges and expenses must be considered carefully before investing. The summary prospectus or full prospectus contains this and other important information about the Fund, and they may be obtained by calling Shareholder Services at (800) 304‐7404, or visiting www.mairsandpower.com. Read the summary prospectus or full prospectus carefully before investing. All investments have risks. The Fund is designed for long‐term investors. Equity investments are subject to market fluctuations, the Fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. Investments in small and midcap companies generally are more volatile. International investing risks include among others political, social or economic instability, difficulty in predicting international trade patterns, taxation, and foreign trading practices, and greater fluctuations in price than United States corporations. MNP000496 2/23/2016
Dobson-Totten
7300 Metro Blvd, Ste 625
Edina, MN 55439
952-926-1659
crystal@cahillfa.com
Crystal
Droegemueller
Fax: 952-926-0633
Member Since
May 2013
Domeyer
Andrew
Dubuque
CFP
888-925-2926
Fax: 612-376-4690
andrew.domeyer@cliftonlarsonallen.com
Member Since
April 2011
Dornbush
Darold
408 St. Peter Street, Ste 230
St Paul, MN 55102
651-286-4729
Fax:
dddornbush@aol.com
D
Ford
Peak Financial Consulting
CFP
1650 West 82nd Street, #1200
952-303-8200
Fax:
ford.droegemueller@lpl.com
Estate Planning
Retirement Planning
Ellen
Rossi Dubuque Breckenridge, LLC
JD/CFP
612-870-9630
Fax: 612-870-1200
ellendubuque@gmail.com
Retirement Planning
Investment Planning
Dufresne
Randy
CFP
6465 Wayzata Blvd., Suite 330
763-367-7980
Fax: 763-367-7981
Randy.G.Doroff@ampf.com
Retirement Planning
Doroff
Fathom Advisors
763-367-7980
todd.p.doroff@ampf.com
G
Member Since
July 2000
Thomas
Dunncreek Advisors
701 Fourth Avenue South, Suite 1500
612-436-3770
Fax:
rdunn@dunncreekadvisors.com
Fax:
Jeff
Joseph
AIF, AAMS
Member Since
April 2011
Dworsky
Edina, MN 55435
952-854-6250
Fax:
joe.downes@laurelwealthplanning.com
Member Since
December 2014
Jeffrey
Legacy Private Wealth Group
4400 W 78th Street, Suite 510
952-446-7800
Fax:
richard.d.dworsky@ampf.com
Individual Insurance
Retirement Planning
Eaton
Richard
D
CFP/CLU/CRPC
Member Since
March 1993
Andrea
N
CFP
Edina, MN 55436
952-920-3900
Fax:
andrea@cornerstonewealthadvisors.com
Fax:
Member Since
October 2013
May 1, 2015
R
Richard
Member Since
July 2013
9129 Juneau Lane N
612-916-6428
drayton.jeff@gmail.com
Member Since
October 1998
Thrivent Financial
CFP, CLU, ChFC, CTFA
121 Washington Avenue South, #1108
612-844-4283
Fax: 612-844-8036
j.dunkel2011@comcast.net
Estate Planning
Member Since
Retirement Planning
Asset Management
May 1990
Dunn
CFP
Drayton
C
Member Since
December 1999
Dunkel
Todd
Downes
Member Since
July 2003
Affiance Financial
CFP/CPA
1850 Austin Rd, #104
Owatonna, MN 55060
952-253-2565
Fax: 507-444-0721
tomdufresne@affiancefinancial.com
CFP
Member Since
June 2000
Doroff
C
Minnesota Chapter
Member Since
December 2004
Page 14
Eichten
Robert
W
Elmtalab
Sahand
CFP PFS
626 E. 58th St.
612-202-9418
Fax: 612-395-3915
roberteichten@comcast.net
Estate Planning
Eide
101 E First Street
Chaska, MN 55318
952-448-6455
erik.k.eide@ampf.com
CFP, CLU
901 Marquette Ave, Ste 2600
952-698-7029
selmtalab@financialguide.com
Member Since
August 1984
Erik
Member Since
September 2014
AchievementInsight
5 N 4th Ave, Ste 101
612-802-5840
adam_elg@hotmail.com
Practice Management
Managing Staff
Working with the Affluent
Adam
Member Since
June 2008
Emswiler
Fax:
Elg
Fax:
G.
Caroline
WEALTH Financial Consultants, Inc.
CFP
15830 Venture Lane
952-294-4921
Fax: 952-937-7605
cee@wealthfinancial.net
Retirement Planning
Asset Management
Stock Options
Eng
Fax: 952-258-5036
Barbara
Member Since
March 2004
Ghada
M
Member Since
February 2013
Engbrecht
Transamerica Retirement Management CFP
408 St. Peter Street, #230
St Paul, MN 55102
651-286-4729
Fax: 888-247-2122
ghada.elgamal@transamerica.com
Tyler
CFP
1431 Bayard Ave
St Paul, MN 55116
952-841-2251
tjecht@gmail.com
Fax:
Member Since
December 2007
Elling
1919 E 6th St
Duluth, MN 55812
952-797-6495
ellin322@d.umn.edu
Jordan
Member Since
April 2012
Ensrud
Bruce
Member Since
October 2014
Byron
CFP
2064 Superior Dr NW
Rochester, MN 55901
507-536-2018
Fax: 651-766-4925
byron.ellingson@rbc.com
Financial Planning
Company 401k's
Individual Retirement Planning
Elmer
Principal Financial Group
11100 Wayzata Blvd Suite 161
952-277-4256
elmer.lynn@principal.com
Lynn
G
Member Since
June 2002
Ericson
Wells Fargo Private Bank
900 E Wayzata Blvd, Mezzanine Level
Wayzata, MN 55391-1836
612-466-5874
Fax:
kenneth.b.ericson@wellsfargo.com
Kenneth
M.
Member Since
May 2010
Erpenbach
CFP
Fax:
B
CFP
Member Since
October 2000
Member Since
March 2006
May 1, 2015
A
CFP, CHFC, CLU
5500 Wayzata Blvd, # 1480
Golden Valley, MN 55416
952-475-9700
Fax: 763-595-9424
bruce.ensrud@thrivent.com
Fax:
Ellingson
Member Since
April 2000
612-671-5530
Fax:
Barbara.eng@ampf.com
MA, CEC
El-Gamal
E
Michael
Waddell & Reed, Inc.
CRPC
2618 - 17th Ave East
North St Paul, MN 55109
651-200-4144
Fax: 651-483-0055
mike@wradvisors.com
Funding Education
Retirement Planning
Minnesota Chapter
Member Since
January 2008
Page 15
Estes
Estes Law Firm P.A.
4741 Fremont Ave S
612-827-2000
don@esteslaw.com
Robert
D
Fedor
Mullen & Guttman
6600 France Ave S, Suite 210
Edina, MN 55435
612-756-7276
kat@mullenguttman.com
Fax:
Kathleen
Fax:
Member Since
September 2014
Etzweiler
Nepsis Capital Management
8692 Eagle Creek Circle
651-724-1836
cetzweiler@nepsiscapital.com
Charles
D
Member Since
August 2014
Fee
Ellen
BGM TruNorth
4470 West 78th Street Circle, #200
952-844-2515
Fax:
efee@bgmtrunorth.com
CFP
Fax:
CFP
Member Since
March 1998
Evans
Ronald
E.
Ferkinhoff
Quantitative Advantage
CFP
10400 Yellow Circle Drive, Suite 303
952-253-1099
Fax: 952-944-5789
revans@qaglobal.net
Member Since
Tax Preparation
December 2002
Falck
Falck Financial Services
PO Box 530
Northfield, MN 55057
507-645-2993
rfalck@falckfinancial.com
Richard
Member Since
October 2010
J.
10626 Sherman Dr
612-671-4615
dean.ferkinhoff@ampf.com
Dean
Fax: 612-671-8028
Member Since
April 2000
Feterl
Andrew
Fax: 507-645-6637
Member Since
March 2006
Rebecca
Member Since
June 2001
Fier
UBS Financial Services
8500 Normandale Lake Blvd, Ste 210
952-921-7958
Fax:
becky.b.falk@ubs.com
Janice
13020 Welch Trail
Welch, MN 55089
Fax:
janicefier@gmail.com
Member Since
December 2012
Faust
Wipfli Hewins Investment
3601 Phillips Pkwy, #431
507-581-1541
faus0091@d.umn.edu
Blake
Fax:
Douglas
J
Member Since
October 2014
Jeanna
Cahill Financial Advisors
CFP
7300 Metro Blvd, #625
Edina, MN 55439
952-926-1659
Fax: 612-455-6901
jeanna@cahillfa.com
Member Since
Retirement Planning
November 2008
Finkelstein
Next Financial Group, Inc.
CPA
10504 Purdey Road
952-345-1546
Fax: 952-946-7901
douglas.faust@nextfinancial.com
May 1, 2015
Member Since
March 2015
Fifer
Member Since
April 2012
Faust
R
Bond & Devick Financial Network
CFP
600 South Hwy 169, #875
952-591-0113
Fax: 952-591-0104
andy@bondanddevick.com
CFP, ChFC, CLU, MBA
Falk
J
CFP
Steven
Sterling Retirement Resources, Inc.
CFP
8401 Golden Valley Road, Suite 225
763-762-3400
Fax: 952-224-7179
scf@sterlingretirement.com
Asset Allocation
Estate Planning
Minnesota Chapter
C
Member Since
May 2000
Page 16
Fischer
Kelly
Foley
CFP
505 North Highway 169, Ste 900
Plymouth, MN 55441
952-249-7024
Fax: 952-249-7034
kfischer@wealthenhancement.com
Gradient Securities, LLC
4570 Churchill St., Suite 110
Shoreview, MN 55126
866-991-1539
jfoley@gradientsecurities.com
Jeffrey
CFP
Fax: 651-379-8040
Member Since
January 2014
Fischer
Fischer on Finance
2320 Parklands Road
St. Louis Park, MN 55416
612-210-8326
mark@plan-4-life.com
Mark
S
Member Since
April 2013
Frane
Bradley
Midwest Secure Retirement Specialists
16481 77th Circle North
612-281-6217
Fax:
bfrane@comcast.net
CFP/CLU
Fax:
Member Since
November 1998
Fischer
Fintegra, LLC
6985 Howard Lane
847-805-6247
sfischer250@comcast.net
Asset Allocation
Asset Management
Investment Planning
Stephen
Member Since
November 1999
Andrew
B
15579 Duck Trail Lane
952-854-6250
bfranke67@gmail.com
Asset Allocation
Mutual Funds
Post Retirement Planning
William
Fax: 952-854-6276
Member Since
November 1984
Susan
10626 40th Ave North
Plymouth, MN 55441
612-340-4583
Fax:
susan.franklin@wellsfargoadvisors.com
Fax: 952-544-5524
Member Since
October 2001
Jeff
Member Since
January 2015
Fredrickson
Cambria Mortgage
11000 W 78th St, #300
612-240-9517
Fax:
jeff.flanery@Cambriamortgage.com
Aaron
Alan
E
Member Since
December 2007
Freeman
Fleischauer Financial Management
ChFC, CLU, CFP, RICP
11100 Wayzata Blvd, Ste 161
952-975-1787
Fax: 952-277-4301
afleischauer@comcast.net
JRA Financial
3917 Sunset Rd N
Brooklyn Park, MN 55443
763-607-6294
freewags@aol.com
Nancy
Sandra
Cambridge Investment Research
CFP/CPA
14 Third Street NE
Faribault, MN 55021
507-333-3973
Fax: 507-334-2817
sandy@faribaultcpa.com
Retirement Planning
Mutual Funds
Tax Planning
May 1, 2015
L
W
CFP
Fax:
Member Since
August 2003
Flom
D
408 St. Peter Street, Suite 230
St Paul, MN 55102
651-286-4718
Fax: 888-247-2137
aaron.fredrickson@transamerica.com
Member Since
June 2014
Fleischauer
A
CFP
Franklin
CFP, MBA
Flanery
Member Since
November 2009
Franke
Fax: 612-338-0798
Fishman
Affiance Financial, L.L.C.
600 Hwy 169 S, #1950
952-253-2563
andy@affiancefinancial.com
Risk Management
Financial Planning
H
CFP/CPA
J
CLU ChFC
Member Since
November 1995
Frey
State Farm Insurance
1285 Northland Dr
651-249-6970
jill.frey.j2dg@statefarm.com
Member Since
March 2000
Minnesota Chapter
Jill
ChFC, CASL
Fax:
Member Since
July 2011
Page 17
Friedges
Stacy
JNBA Financial Advisors
8500 Normandale Lake Blvd., #450
952-844-0995
Fax:
stacy.friedges@jnba.com
Fure
Johannes
Fure Financial Corporation
CFP
Bloomington, MN 55437-3822
952-944-8250
Fax: 952-944-8252
jcfure@furefinancial.com
CFP
Member Since
July 2011
Frith
Larson Financial Group
612-808-5210
rick.frith@larsonfinancial.com
Rick
Member Since
September 1997
Gabriel
Ameriprise Finl Advisors
3200 Main St. NW, #320
Coon Rapids, MN 55448
763-421-8659
mark.a.gabriel@ampf.com
Fax:
Mark
Fax: 763-208-0948
Member Since
August 2010
Fritschel
James
Windsor Financial Group, LLC
CPA, CFP
225 South 6th St, Suite 3800
612-347-7986
Fax: 612-347-7983
jfritschel@wfgweb.com
Comprehensive Fin'l Planning
Investment Planning
Tax Planning
Fronek
CFP
Member Since
February 2002
Member Since
May 2012
Garrett
Member Since
April 2013
16410 - 39th Ave N
763-226-9717
fruechtekb@gmail.com
Jeanette
612-839-6146
Fax:
jeanette.f.garmaker@ampf.com
Andrew
Fruechte
Member Since
March 2006
Garmaker
CFP
707 Ameriprise Finl Ctr, Routing: H23-707 MS3
800-437-3401 x4
Fax: 855-298-3155
andrew.w.fronek@ampf.com
Kevin
Kristin
Tapestry Wealth Consultants
CFP
331 East 53rd St.
651-592-5474
Fax: 952-563-1213
kristin@tapestrywealth.com
Estate Planning
Gaustad
CliftonLarson Allen Financial
220 S 6th St., Ste 300
612-376-4533
afrye@larsonallen.com
Fax:
Andrew
J.
Fax: 612-376-4600
Aaron
Melissa
Member Since
January 2006
Roxane
T
Merrill Lynch
CFP
315 Lake St E, Suite 200
Wayzata, MN 55391
952-404-5933
Fax: 952-471-1122
roxane.gehle@ml.com
Retirement Planning
Member Since
Asset Management
September 1998
Getsch
Honkamp Krueger Financial Services CFP
13911 Ridgedale Drive, Suite 330
952-831-2200
Fax: 952-831-2201
afulton@hkfs.com
May 1, 2015
Member Since
June 2001
Member Since
October 2010
Gehle
CFP, CPA
Member Since
March 2006
Fulton
L
Fidelity Institutional Wealth Services
901 Marquette Avenue, Suite 1500
612-278-3926
Fax:
Melissa.Gaustad@fmr.com
Member Since
December 2014
Frye
A
CFP
8621 Eagle Point Blvd.
Lake Elmo, MN 55042
651-578-1019
daniel.d.getsch@ampf.com
Education Planning
Asset Allocated
Retirement Planning
Minnesota Chapter
Daniel
D
CFP
Fax: 651-578-3097
Member Since
June 2004
Page 18
Geurkink
Kerry
L
Gislason
Minnesota Life A4 - 3934
CLU/CHFC/CEBS/CASL
400 N Robert Street
St Paul, MN 55101
651-665-3934
Fax: 651-665-7099
kerry.geurkink@minnesotalife.com
Retirement Planning
Member Since
Annuities
Asset Allocation
January 1997
Gianoli
Total Wealth Care
PO Box 365
Cannon Falls, MN 55009
507-263-3539
denny@totalwealthcare.com
Retirement Planning
Mutual Funds
Tax Planning
Gieschen
Dennis
B
Member Since
April 2010
Gleason
BGM TruNorth
Oakdale, MN 55128
651-735-5878
Fax:
tgleason@bgmtrunorth.com
CFP, CPA
Fax: 507-263-3599
Scott
2701 University Avenue South East
612-617-6159
Fax: 612-256-3159
Scott.Gislason@northstarfinancial.com
Travis
CFP
Member Since
December 1993
Amelia
Member Since
January 2012
Godfrey
Sterling Retirement Resources
8401 Golden Valley Road, Suite 225
763-762-3400
Fax: 952-224-7179
arg@sterlingretirement.com
Joseph
Waddell & Reed
3601 Minnesota Drive, Suite 550
952-852-1310
Fax:
jgodfrey@wradvisors.com
Member Since
October 2012
Gigler
Kathryn
A
Goedtke
Gigler Financial Services
CFP, ChFC
12512 A Leyte St NE
Blaine, MN 55449
612-436-3787
Fax: 612-313-7516
kgigler@advisornet.com
Planning for Small Business Owners
Member Since
Employee Benefits
Financial Planning for Individuals
November 1999
Gilbertson
Steve
3515 Plymouthh Blvd., #204
Plymouth, MN 55447
763-543-5183
wendy.l.gillespie@ampf.com
Wendy
L
Fax: 763-231-4141
Member Since
March 2006
Ginkel
Chris
Jason
E
Member Since
April 1997
D
Member Since
March 1992
J.
Member Since
July 2008
P
Intelligent Financial Strategies, LLC
CFA,CFP
10900 Wayzata Blvd Ste 820
952-941-2795 x12
Fax: 952-513-2048
jason@ifs-advisor.com
Member Since
July 2005
May 1, 2015
Alexander
CFP, FIC, CLTC
5270 West 84th Street, Suite 255
952-358-3450
Fax: 952-358-3444
alex.gonzalez@thrivent.com
Elder and Long-Term Care Planning
Special Needs Planning
Good
CFP
625 4th Ave. South
612-340-8401
Fax: 612-340-8076
chris.ginkel@thrivent.com
James
Investors Choice Financial Services
CEO, RFC, CSA
2648 Broadway Avenue
Slayton, MN 56172
507-836-8844
Fax: 507-836-8898
jim@investors-choice.com
Retirement Planning
Market/Investment Trends
Gonzalez
CFP
CarlaAnn
Investors Choice Financial Services
RFC, CSA
2648 Broadway Avenue
Slayton, MN 56172-0028
507-836-8844
Fax: 507-836-8898
carla@investors-choice.com
Qualified Plans
Financial Planning for Women
Retirement Planning
Goedtke
Accredited Investors, Inc
CFP
315 Turners Crossroad S.
952-841-2241
Fax: 952-841-2241
steve@accredited.com
Member Since
Retirement Planning
September 2007
Gillespie
Member Since
April 2012
Minnesota Chapter
Member Since
January 2010
Page 19
A Directional Long/Short
Mutual Fund with a
year track record.
9
★★★★Wasatch Long/Short Fund™
(FMLSX) (Inception 8/1/2003) Among 99 Long/Short funds.
Morningstar Overall Rating™ as of 03/31/13. Morningstar Ratings
measure risk-adjusted returns. The Morningstar Overall Rating is
the weighted average based on the fund’s 3, 5, and 10 year rating.
• Long stock positions in large & mid cap value stocks
• Short stock positions in companies believed to be overvalued
• Seeking lower volatility and higher risk adjusted returns
• 75% upside capture ratio, 66% downside capture ratio*
Advisor Line: 800.381.1065
www.WasatchFunds.com
RISKS: The Fund makes short sales of securities which involves
the risk that losses may exceed the original amount invested.
Equity investing involves risks, including potential loss of the
principal amount invested. Being non-diversified, the Wasatch
Long/Short Fund can invest a larger portion of its assets in the
securities of a limited number of companies than a diversified fund.
Non-diversification increases the risk of loss to the Fund if the
values of these securities decline.
An investor should consider investment
objectives, risks, charges and expenses carefully
before investing. To obtain a prospectus, which
contains this and other information, visit www.
wasatchfunds.com or call 800.551.1700. Please
read the prospectus carefully before investing.
*Source: Morningstar Direct, 5 year Upside/Downside Capture Ratio
compared to the S&P 500 as of 03/31/13. Upside/Downside
Capture Ratio measures a manager’s ability to generate excess
return above the benchmark return in up markets and retain
more of the excess return in down markets. The upside/downside
capture ratio is the Fund’s up/down market return divided by the
index’s up/down market return. The up/down market return equals
the linked returns for all quarters in which the index return was
greater/less than zero.
The Fund’s 3 and 5 year ratings are 4 stars out of 99 funds, and
4 stars out of 63 Long-Short Equity funds, respectively. For each
fund with at least a three-year history, Morningstar calculates
a Morningstar Rating™ based on a Morningstar Risk-Adjusted
Return measure that accounts for variation in a fund’s monthly
performance (including the effects of sales charges, loads, and
redemption fees), placing more emphasis on downward variations
and rewarding consistent performance. The top 10% of the funds
in each category receive 5 stars, the next 22.5% receive 4 stars,
the next 35% receive 3 stars, the next 22.5% receive 2 stars, and
the bottom 10% receive 1 star. (Each share class is counted as a
fraction of one fund within this scale and rated separately, which
may cause slight variations in the distribution percentages.)
Past performance is no guarantee of future results.
© 2013 Morningstar, Inc. All rights reserved. The information
contained herein (1) is proprietary to Morningstar and/or its
content providers; (2) may not be copied or distributed; and (3) is not
warranted to be accurate, complete, or timely. Neither Morningstar
nor its content providers are responsible for any damages or
losses arising from any use of this information.
© 2013 Wasatch Funds. All rights reserved. Wasatch Funds are
distributed by ALPS Distributors, Inc. WAS003120 7/20/13
Goodney
Leota
Leota Goodney CPA, PA
CFP CPA
319 Division St. S, PO Box 347
507-663-0861
Fax: 507-663-1253
lgoodney@leotagoodneycpa.com
Tax Planning
Retirement Planning
Goshert
Securian Financial Services
400 Robert Street N., A5-7772
St Paul, MN 55101
651-665-7772
danica.goshert@securian.com
Danica
R
Grantham
Adam
CFP
4529 43rd Ave S
612-723-5474
agrantham@wradvisors.com
Fax:
Member Since
March 1985
L
Member Since
November 2014
Greene
Michael
CFP
612-671-4707
Fax: 612-671-4749
mike.r.greene@ampf.com
CFP
Fax: 651-665-3565
Member Since
November 2006
Goughnour
DRG Financial Services Inc
14051 Burnhaven Drive #120
952-892-1121
daryl@drgfinancial.com
Daryl
R
Greenwald
CFP, MBA
Fax: 952-997-1583
Member Since
April 2000
Graber
Eric
Joel
Greenwald Wealth Management
M.D./CFP
1660 South Highway 100, Suite 270
952-641-7616
Fax: 952-426-3626
Joel@joelgreenwald.com
Planning for Physicians/Dentists
Financial Planning for Health Care Prof
Qualified Plans
Gries
Capital Strategies Financial Corp.
8053 Xerxes Avenue South
952-926-3000
Fax:
ecgraber@comcast.net
Gerald
Sean
M
14110 46th Place North
Plymouth, MN 55446
763-593-1258
vjg.gries@comcast.net
Mutual Funds
Estate Planning
Investment Planning
Grochowski
Marketplace Home Mortgage, LLC
Edina, MN 55435
Fax:
sgraca@marketplacehome.com
2091 St Johns Ct
St Paul, MN 55129
612-378-7560
jcgrochowski@comcast.net
Kevin
M
Member Since
November 1992
Joseph
CFP ChFC
Fax: 612-379-4895
NEXT Financial Group, Inc.
6261 Baker Road, Suite 202
952-934-3456
derekgrant@nextfinancial.com
Derek
Member Since
November 2008
Groezinger
CFP
Edina, MN 55435
952-300-2330
Fax: 952-300-2301
kevin.m.graf@ampf.com
Member Since
Retirement Planning
December 2001
Grant
N
Debra
Stevens Foster Financial Advisors
CPA/PFS, CFP
7901 Xerxes Ave S, Suite 325
952-843-4212
Fax: 952-843-4213
debg@stevensfoster.com
Estate Planning
Retirement Planning
Tax Planning
Gruning
James
A
Member Since
March 2002
L
Gruning Financial, LLC
MBA, RFC
2005 Fountain Lane North, Suite 125
Plymouth, MN 55447
763-473-4294
Fax: 952-417-0786
jim@gruningfinancial.com
CFP
Fax: 507-625-3551
Member Since
July 2014
May 1, 2015
B
Fax: 763-595-7317
Member Since
December 2014
Graf
Member Since
May 1998
CFP, AAMS
Member Since
September 2011
Graca
Member Since
August 2002
Minnesota Chapter
Member Since
November 2004
Page 20
Gunderson
Robert
Investment Centers of America
CFP/CPA
308 S Main St., PO Box 1210
Aberdeen, SD 57401
Fax: 605-229-5409
605-225-0104
robert.gunderson@investmentcenters.com
Estate Planning
Retirement Planning
Gusick
Kristy
J
Haage
Travis
ApolloWorks Financial
383 Saint Albans St N
St Paul, MN 55104
651-335-0647
Fax:
apolloworksfinancial@gmail.com
Member Since
May 1989
L.
Member Since
July 2014
Hachfeld
Professional Services Marketing
6110 - 27th Street N.
St Paul, MN 55128
651-348-6398
Fax:
kristy@psm-marketing.com
Jon
Ameriprise Financial, Inc
3900 Nortoods Drive, Suite 150
Arden Hills, MN 55112
Fax:
651-765-7028
jon.w.hachfeld@ampf.com
Member Since
October 2012
Gustafson
Michael
Focus Financial Network Inc
CFP
1000 Shelard Parkway, #300
952-591-9770x334
Fax: 952-591-9770
mgustafson@focusfinancial.com
Retirement Planning
Estate Planning
Qualified Plans
Gustavson
L.
John
Jonathan
T
Lisa
LPL Financial Services
CFP
3800 American Blvd West, #1400
952-853-2234
Fax: 952-853-2235
lisa.guzek@lpl.com
Asset Management/Allocation
Retirement Planning
Estate Planning
Haag
Ryan
Marquette Asset
60 South Sixth St, Suite 3900
612-644-6155
derekhagen@gmail.com
Member Since
August 1984
J
Member Since
July 1998
CFP
Fax:
Member Since
December 2014
Hagen Financial Advantage
14811 Energy Way
St Paul, MN 55124
952-431-2224
luther.hagen@lpl.com
Luther
ChFC, CLU, CFP
Fax:
Member Since
June 1994
T
C
Derek
Hagen
Member Since
January 2009
Haglin
Ryan T. Haag CFP, CLU, ChFC
CFP/CLU/ChFC/RFL/ REBC/RHU
Edina, MN 55435
952-352-9245
Fax: 952-933-7589
ryan.haag@lfg.com
Member Since
Estate Planning
Investment Planning
August 2000
May 1, 2015
Patrick
CFP
763-543-5157
Fax: 612-525-0372
patrick.j.hagan@ampf.com
Investment Planning
Estate Planning
Hagen
CFP
Edina, MN 55436
952-920-3900x213
Fax: 952-920-9567
Jon@CornerstoneWealthAdvisors.com
Retirement Planning
Member Since
Asset Management
December 1994
Guzek Montagne
Marc
Wilkerson Resource Advisors
CFP
55 E 5th St. #1300
St Paul, MN 55101
651-767-1616
Fax: 651-297-6929
mhadley@wilkersonadvisors.com
Retirement Planning
Tax Planning
Hagan
CPA/PFS, CFA, CFP
612-376-4855
Fax: 612-376-4690
john.gustavson@cliftonlarsonallen.com
Member Since
Tax Preparation
September 2007
Guyton
Member Since
December 2014
Hadley
Member Since
July 1994
W.
CFP
Michael
Thrivent Financial
625 - 4th Ave S
Minnesota Chapter
J
CFP/CLU
Fax:
Member Since
October 1996
Page 21
Hahm
Nathanael
LifeSTAGE Wealth Management
11100 Wayzata Blvd., #510
763-542-8884
Fax:
nhahm@lifestagewealth.com
M
Hansen
Nationwide Financial
3667 Fairway Drive
Woodbury, MN 55125
651-247-3997
hansenr4@nationwide.com
CFP
Ronald
Fax: 614-677-4494
Member Since
October 2003
Haider
Anthony
C
Member Since
April 1984
Hansen
MetLIfe Premier Client Group
952-258-5047
Fax:
ahaider1@metlife.com
William
ActiFi, Inc.
3030 Harbor Lane, #216
Plymouth, MN 55447
763-550-0111
jhaines@actifi.com
Jeff
Member Since
June 2002
Hanson
Ameriprise FInancial Adv
1032 Ameriprise Financial
612-671-7036
cynthia.a.hanson@ampf.com
Fax:
Cynthia
Fax: 612-671-8947
Member Since
April 2015
Halabrin
Morgan Stanley Smith Barney
1721 Portland Ave
St Paul, MN 55104
651-215-8492
judith.halabrin@ms.com
Investment Planning
Retirement Planning
Judith
A
Fax: 952-921-1944
Member Since
January 2003
Chad
Cornerstone Private Asset Trust
2101 West 41st St, #2000
Souix Falls, SD 57105
866-200-6528
Fax:
chalbur@cornerstonetrust.net
AIS Planning
3701 - 12th Street North, #103
St Cloud, MN 56303
320-252-6552
jason@aisplanning.com
Jason
Fax: 320-252-6534
Member Since
July 2004
Handke
Edina, MN 55435
952-885-9088
Bridget@birchwoodfp.com
Bridget
M
Ceridian
4550 229th Ave NE
East Bethel, MN 55005
651-402-8384
Fax:
meldan4550@gmail.com
Life Planning
Harmon
CFP
Fax:
Member Since
March 2002
May 1, 2015
4327 Chatsworth St N
Shoreview, MN 55126
612-590-6389
Fax:
walleyescot@aol.com
Retirement Planning
Tax Planning
Hardie
CFP
Gregory
APD Wealth Management
11140 Hwy 55, Suite D
Plymouth, MN 55441
952-541-0020
Fax:
gregh@apdwealth.com
Retirement Planning
Qualified Plans
Hanson
CFA
Member Since
January 2013
Hallonquist
Member Since
July 2014
Hanson
CFP
Halbur
M
William M. Hansen & Associates, PLLC JD LLM, CFP
7500 Olson Memorial Hwy #100
763-398-5800
Fax: 763-543-5667
whansen@whansen.com
Member Since
April 2015
Haines
D
CFP
Scot
Member Since
September 1999
S
CFP
Member Since
November 2001
Melanie
C
CFP
Member Since
March 2006
Linda
Harmon & Hartmon Financial Group, LLCCFP, CPA
1360 Energy Park Drive, Suite 100
St Paul, MN 55108
651-332-5545
Fax: 651-332-5559
linda@hhfinancialgroup.com
Retirement Planning
Estate Planning
Investment Planning
Minnesota Chapter
M
K
Member Since
February 2001
Page 22
Harms
Gaylen
Fortune Financial
CFP/CLU/ChFC
10261 Yellow Circle Drive
952-908-2520
Fax: 952-908-2501
gh@fortunefin.com
Investment Planning
Retirement Planning
Hasler
J
Hawks
MetLife Premier Client Group
201 Carlson Pkwy, Ste 300
952-473-2921
ahawks@metlife.com
Anita
Fax: 952-745-0841
Member Since
August 1995
Aaron
Member Since
July 2005
Heagren
Finetooth Consulting
4252 11th Avenue South
612-208-0653
Fax:
ahasler@finetoothconsulting.com
Douglas
Aspen Wealth Mgmt, Inc./LPL Financial CFP, CRPC, APMA
5108 Duggan Plaza
Edina, MN 55439
612-567-4625
Fax: 303-996-0347
douglas.heagren@lpl.com
Member Since
January 2013
Haspert
715 Old Hwy 8 NW
St Paul, MN 55112
651-677-1550
patrickhaspert@hotmail.com
Patrick
R
Member Since
April 2009
Hegstrom
Mark
Waterfront Financial Group
952-236-1755
Fax:
mark.hegstrom@waterfrontfinancialgroup.com
CFP
Fax: 612-671-0645
Member Since
April 2015
Hatlestad
Aimee
TruNorth Concierge Wealth ManagementCFP
Oakdale, MN 55128
651-735-5878
Fax: 651-735-5881
ahatlestad@bgmtrunorth.com
Long Term Health Care
Asset Management
Retirement Planning
Haugen
J
Member Since
January 2014
Heiar
952-432-4666
danh@mindfulplanning.com
Daniel
CFP
Fax:
Member Since
August 1999
Anders
Member Since
September 2012
Heibert
Lifelong Wealth Inc.
CFP
701 4th Avenue So., Suite 1700
612-349-6400
Fax: 612-279-647
ahaugen@LLWAdvisors.com
ActiFi, Inc
Plymouth, MN 55447
763-550-0111
dheibert@actifi.com
Dan
Fax:
Member Since
June 2010
Haukedahl
Haukedahl Financial Services
9801 Dupont Avenue S #395
952-888-1211
mark@haukedahlfinancial.com
Mark
I
Fax: 612-888-0703
Member Since
June 1984
Big Picture Financial
PO Box 233
St Joseph, MN 56374
320-291-6387
andy@bigpicfinancial.com
Member Since
April 2015
Heimdal
CLU, ChFC
Hawkins
Andrew
Pamela
Heimdal Tax & Financial Services
CFP, EA
9540 210th St W
Lakeville, MN 55044-8504
952-469-1428
Fax: 952-469-6781
pheimdal@charter.net
Tax Planning
Business Planning
Retirement Planning
Hemingway
Eric
S
Member Since
October 2003
R
Hemingway Wealth Management
14550 Excelsior Blvd., Suite 200
952-232-0230
Fax:
eric@hemingwaywealth.com
Fax:
Member Since
November 2014
May 1, 2015
L
CFP, CRPS, MBA
Minnesota Chapter
Member Since
April 2011
Page 23
Hemingway
Richard
Hemingway Wealth Management, LLC
14550 Excelsior Blvd, Suite 200
952-417-6033
Fax:
dhemingway@comcast.net
Financial Planning
Business Planning
Estate Planning
Henderson
I
Heupel
CLU, ChFC, CFP, MSFS
Member Since
April 2001
Renay
H
Accredited Investors Inc
5200 West 73rd Street
Edina, MN 55439
952-841-2222
wil@accredited.com
Life Insurance
Estate Planning
Retirement Planning
Wil
Fax: 952-841-2223
Member Since
December 1997
Hicks
Meristem, LLP
CFP
601 Carlson Parkway, #800
952-835-8278
Fax: 952-835-8283
rhenderson@meristemmfo.com
Derek
CliftonLarsonAllen Wealth Advisors, LLCCFP
612-376-4565
Fax: 612-376-4690
derek.hicks@cliftonlarsonallen.com
Member Since
July 2006
Hengel
Aspiriant, LLC
60 S Sixth St, Ste 2480
612-851-4430
khengel@aspiriant.com
Kelli
Member Since
September 2007
Hietapelto
University of Minnesota Duluth
LSBE 213J, 1318 Kirby Drive
Duluth, MN 55812
218-340-8135
hhietape@d.umn.edu
Fax:
Hugo
Fax:
Member Since
October 2014
Hennen
2805 Dodd Road, #195
St Paul, MN 55121
651-256-6006
bruce.a.hennen@ampf.com
Bruce
A
Member Since
September 2014
Higgins
CFP, ChFC, CLU
Fax: 651-882-9740
Member Since
December 2000
Henriksen
Michael
Jay
Riverbridge Partners, LLC
CFP
1200 IDS Center, 80 South Eighth Street
612-904-6223
Fax: 612-904-6250
jayh@riverbridge.com
Asset Management
Investment Planning
Higgins
Securian Financial Group
4007 158th Street
Urbandale, IA 50323
1950 Northwestern Ave, #106
Stillwater, MN 55082
651-271-5567
jmth@tsainvest.com
Fax:
mphenriksen@gmail.com
Jay
1930 Premier Drive
Mankato, MN 56001
507-625-9050
jacquelyn.x.henry@ampf.com
Jacquelyn
A
Fax: 507-625-4496
Member Since
April 1993
Herbeck
David
J
Member Since
January 2014
May 1, 2015
Patricia
Granite Financial, Inc.
CFP
1411 West Saint Germain Street, #250
St Cloud, MN 56301
320-202-1655
Fax: 320-230-2389
pathinds@granitefinancial.net
Estate Planning
Life Planning
Retirement Planning
Hinz
BPK&Z Financial Services LLP
CPA/PFS, ChFC
7500 Olson Memorial Hwy, Suite 200
763-8546-6211
Fax: 763-543-5667
dherbeck@bpkz.com
Member Since
January 2006
MT
Member Since
April 2015
Hinds
CFP
W
Fax:
Member Since
April 2015
Henry
T
CFP/CLU/MBA/ChFC
John
J
Member Since
March 2006
R
J R Hinz & Associates, Inc.
CFP
12610 28th Avenue N
Plymouth, MN 55441
763-559-1656
Fax: 763-550-0982
jHinz@vsrfin.com
Business Planning
Member Since
Retirement Planning
December 1983
Minnesota Chapter
Page 24
Hoffman
2774-C Commerce Dr NW
Rochester, MN 55901
507-322-3646
michael.g.hoffman@ampf.com
Michael
G
Horsch
Carl
US Bank
800 Nicollet Mall, BC-MN-H16D
612-303-4625
Fax:
carl.horsch@usbank.com
CFP, CRPC
Fax: 866-944-9618
CFP
Member Since
November 2003
Hoffmann
Carlson Capital Management
11 Bridge Square
507-321-4004
adhoff@gmail.com
Adam
Houle
CFP
Fax: 507-645-6408
Member Since
March 2012
Hohn
7300 Metro Blvd. Suite 625
Edina, MN 55439
952-926-1659
nick@cahillfa.com
Member Since
April 2012
Nicholas
Nicholas
House
Coyote Financial Inc.
28039 N 95th Street
Scottsdale, AZ 85262
480-905-3260
john@coyotefinancial.com
CFP
Fax: 952-926-0633
John
Genell
E
Fax: 612-347-7801
Member Since
June 1995
Hoversten
Wells Fargo Advisors, LLC
CFP
7900 Xerxes Ave S, #1000; MAC: N9307-101
612-667-1645
Fax: 612-316-1155
Genell.Hollahan@wellsfargo.com
Kim
Fax:
kim.hoversten@ampf.com
Member Since
April 2005
Holsten
Michael
Deloitte Tax, LLP
CFP, CPA, JD
10441 Lansing Ave N
Stillwater, MN 55082
612-397-4018
Fax: 612-397-4550
mholsten@deloitte.com
Estate Planning
Tax Planning
Holty
Stephen
McGladrey Wealth Management LLC CFP/CTFA
310 S Broadway, Ste 300
Rochester, MN 55904
507-226-0412
Fax: 507-288-5448
Stephen.Holty@mcgladrey.com
Investment Planning
Asset Management
Estate Planning
Holupchinski
W
Member Since
October 2012
Hovgaard
Abra
Edward Jones
CFP
801 Pine Street
Hastings, mn 55033
218-310-8655
Fax: 888-279-0506
abra.hovgaard@edwardjones.com
Member Since
June 1998
A
Member Since
July 2014
Huang
Member Since
June 1982
Peter
Fang
Echo Wealth Management, LLC
CPA, CFP
3033 Campus Drive, Suite W120
Plymouth, MN 55441
763-432-7875
Fax: 763-374-6042
echo@echowm.com
Asset Management
Fin'l Plng for Executives & Professional
Hubers
CliftonLarsonAllen Wealth Advisors, LLC
220 S 6th Street #300
612-376-4593
Fax:
peter.holupchinski@claconnect.com
715 Old Highway 8 NW
New Brighton, MN 55112
651-635-1715
marcus.a.hubers@ampf.com
Member Since
January 2014
May 1, 2015
A
CFP, CHFC
Member Since
January 2010
Hollahan
J
Larson & Allen Financial, LLC
CPA/PFS, MBT, CFP
220 S. 6th Street #300
612-375-4500
Fax: 612-376-4850
nhoule@larsonallen.com
Tax Planning
Member Since
Estate Planning
September 1997
Minnesota Chapter
Marcus
Echo
Member Since
January 2002
A
CFP
Fax: 651-638-0791
Member Since
January 2008
Page 25
Strengthen your Portfolio
with
Active Management
Our PM’s are actively involved with our portfolios at every step.
Pace yourself.
Wait for the right pitch.
Step 1
Step 2
Our tenured portfolio
managers look at investment
ideas with a long-term lens.
They work hard to avoid the
noise around quarter -toquarter results.
Concentrate.
Step 3
Stay agile.
Our portfolios are
concentrated in our best ideas,
allowing us to have a deeper
knowledge and understanding
of the industries and
companies in which we invest.
We think this makes our odds
of success higher.
Step 4
Trust your quarterback.
Succeed.
Step 5
Step 6
Our investment team has
decades of combined
industry experience, and
they all invest right alongside our shareholders. This
helps to ensure our clients’
interests come first.
We take advantage of swings
in investor sentiment. By
remaining flexible, we can act
when the market presents
opportunity.
Yana Morgan, CFP®
Midwest Regional Director
ymorgan@weitzinvestments.com
(800) 304-9745
Several of our portfolios have
the flexibility to invest in
companies of all sizes. Others
stay within specific market-caps.
All are designed to provide a
margin of safety that may limit
(but not eliminate) downside
risk and may optimize the
potential for growth.
With our active management,
we strive to earn superior
absolute returns over long
periods of time without taking
unnecessary risk. This strategy
can lead to out-performance
over the long term.
Hubert
Tamara
First Minnetonka Investment Center
CFP
14550 Excelsior Blvd.
952-465-0323
Fax: 952-935-4957
thubert@fmcbank.com
Retirement Planning
Investment Planning
Hubley
Networth Inc
870 Bald Eagle Drive, Suite 5B
Marco Island, FL 34145
239-389-7420
rhubley@networthinc.com
Estate Planning
Asset Management
Investment Planning
Iatic
ActiFi, Inc.
Plymouth, MN 55447
763-550-0111
oiatic@actifi.com
Fax:
Member Since
January 1997
Roger
Member Since
April 2015
Imholte
Ameriprise Financial, Inc.
952-920-2638 ext 601
nancy.imholte@ampf.com
CFP/CLU/ChFC
Fax: 239-389-7423
Hughes
Oleg
Nancy
CPCC
Fax:
Member Since
October 1996
Christina
N.J.
Member Since
March 2005
Infante
Tufford Hughes & Associates
CFP
Edina, MN 55435
612-313-7477
Fax: 612-313-7552
CHughes@tufford-hughes.com
Fure Financial
8500 Normandale Blvd., #950
952-944-8250
ffcrachel@msn.com
Rachel
CFP
Fax:
Member Since
August 2004
Hukriede
Heidi
Member Since
February 2010
Ingebritson
Stonebridge Capital Advisors
CFA
2550 University Avenue West, #180S
St Paul, MN 55114
651-251-1004
Fax: 651-251-1010
hhukriede@stonebridgecap.com
Prepare + Prosper
3204 Colfax Avenue South, #1
952-412-5788
cally.inge@gmail.com
Cally
Fax:
Member Since
February 2006
Hume
Ronald
C.
Member Since
March 2014
Isaacson
Stonebridge Capital Advisors, LLC
St Paul, MN 55114
651-251-3634
Fax: 651-251-1010
rhume@stonebridgecap.com
Susan
Pakola Steichen & Co
CFP/PFS/CPA/JD/LLM
1550 American Blvd E, Suite 640
952-851-1385
Fax: 612-337-5070
sgimsp@comcast.net
Member Since
October 2007
Humphrey
Thomas
F
Member Since
October 1996
Jackson
CFP
First National Bank Bldg 190-2nd Ave SW
Milaca, MN 56353
320-983-1331
Fax: 320-983-2341
thomas.f.humphrey@ampf.com
Transamerica Annuities
16688 Eagleview Place
Lakeville, MN 55044
612-406-5795
jerjackson@transamerica.com
Jeremy
Fax:
Member Since
September 2002
Huston
Elise
Member Since
February 2013
Jacobson
Flourish Wealth Management, Inc.
3300 Edinborough Way, Ste 420
Edina, MN 55435
952-392-4474
Fax:
ehuston@flourishwm.com
Member Since
September 2014
May 1, 2015
A
Shawn
Legacy Financial Advisors
CFP/ChFC
3500 American Boulevard West, #675
952-893-5568
Fax: 952-893-5560
shawnj@lfamn.com
Retirement Planning
Minnesota Chapter
J
Member Since
February 2001
Page 26
Jaremko
3900 N Woods Drive #150
651-765-7027
thomas.j.jaremko@ampf.com
Thomas
J
Jergenson
CFP
Fax: 651-494-9768
Member Since
December 2014
Jaros
14985 Glazier Ave., Suite 650
952-431-6410
royal.w.jaros@ampf.com
Royal
Craig
Coach Craig Jergenson, CFP
11670 Fountains Drive, Suite 200
763-445-2784
Fax:
craig@coachcraigfinancial.com
Retirement Planning
Insurance
Joern
225 S 6th Street, Suite 250
612-746-5300
mark.w.joern@ampf.com
CFP
Fax: 952-894-0217
Member Since
June 1998
Mark
CRPC
Fax: 612-671-4749
Member Since
March 1995
Jarvis
Paul
United Capital Financial Advisers
CFP, CTFA
109 Roberts Street
Fargo, ND 58102
701-293-2076
Fax:
pauljjarvis@gmail.com
Retirement Planning
Jenneke
Timothy
J
PCG Agencies
119 14th Street NW, Suite 300
St Paul, MN 55112
651-605-2751
craigj@pcgagencies.com
Craig
J
Member Since
October 2014
Johnson
Elyse
10405 Sixth Avenue N #200
Plymouth, MN 55441
763-525-0258
curtis.d.johnson@ampf.com
Asset Allocation
Retirement Planning
Estate Planning
Curtis
Aurochs Financial Group
4400 Minnetonka Blvd, Apt 15
St Louis, MN 55416
952-797-2945
joh08403@d.umn.edu
Fax: 763-525-0372
Member Since
August 1993
Daniel
Fax:
Member Since
April 2013
Jensen
Scott
Member Since
January 2011
Jenson
Bradley
Lake Superior Financial Services, Inc. CFP, CIMA
11 East Superior Street, #544
Duluth, MN 55802
218-625-2433
Fax: 218-625-2201
brad.jenson@raymondjames.com
Qualified Plans
Estate Planning
May 1, 2015
Member Since
April 2013
Johnson
6964 Sunset Ave
Lino Lakes, MN 55014
612-347-8630
Fax:
sajensen@advancedretirement.com
C
7601 France Avenue S #550
Edina, MN 55435
952-857-1264
daryl.l.johnson@ampf.com
Retirement Planning
Estate Planning
Investment Planning
Johnson
Member Since
May 2002
D
CFP CPA
Johnson
Azure Wealth Management
CFP, ChFC, CLU
223 Walnut Street
St Paul, MN 55102
218-590-8513
Fax:
elyse.jensen@azurewealthmanagement.com
M
Fax:
Member Since
November 2007
Member Since
January 2006
Jensen
Member Since
January 2011
Johnson
CFP
Hopkins, MN 55305
952-229-5016
Fax: 763-546-1162
timothy.jenneke@thrivent.com
W
CFP
Daryl
L
CFP
Fax: 952-837-1133
Member Since
January 1995
Derrick
P
Johnson Wealth Management, LLC
CFP/CHFC
322 Demers Ave, Ste 200
Grand Forks, ND 58201
701-746-8310
Fax: 701-746-6101
derrick@johnsonwealth.com
Member Since
Asset Management
September 1998
Minnesota Chapter
Page 27
Johnson
Eric
Eric B. Johnson Financial Advising
923 Martin Street
Fairmont, MN 56031
507-238-1926
Fax:
ecjohn@frontiernet.net
B
Jones
CFP
Member Since
April 2007
Johnson
Jerry
Thrivent Financial
CFP
3918 West 49 1/2 Street
Edina, MN 55424
952-358-3456
Fax: 952-358-3444
jerry.jj.johnson@thrivent.com
Insurance
Retirement Planning
Johnson
Joel
L
Jones
Member Since
October 1998
B
8719 Flamingo Drive
952-368-7370
kristin.a.johnson@ampf.com
Kristin
Allianz Life
5701 Golden Hills Dr
763-765-6469
nancy.jones@allianzlife.com
CFP
Member Since
September 2006
D. Alfred
Jones Financial Consulting, LLC
4350 Birch Hills Lane
715-577-2778
Fax:
al@jonesfinancialconsulting.com
Investment Planning
Retirement Planning
Jones
Diversified Brokerage Services, Inc.
CLU, LUTCF, ChFC
5501 Excelsior Blvd
952-697-5000x222
Fax: 952-697-5002
joelj@dbs-lifemark.com
Business Planning
Member Since
Estate Planning
Insurance
April 2005
Johnson
Brandon
Accredited Investors, Inc
Edina, MN 55439
952-841-2214
Fax:
brandon@accredited.com
Tax Planning
CFP, JD, MBA
Member Since
November 2000
Nancy
Fax:
Member Since
June 2002
Jones
Vincent
1420 London Road
Duluth, MN 55811
CFP
Fax:
Fax:
vincent.jones@rbc.com
Member Since
July 2009
Johnson
Sandra
S
Johnson
Wanda
C
Ty
Member Since
September 2013
May 1, 2015
3820 Cleveland Ave. N, Ste 500
Fax:
651-233-5904
richard.m.juckel@ampf.com
D
Member Since
March 1996
Richard
CFP
Member Since
June 2013
Juilfs
Fax:
Gerald
Creative Asset Planning
CFP
2710 South Shore Blvd
White Bear Lake, MN 55110
651-762-1042
Fax: 651-762-1041
jerryjordahl@gmail.com
Divorce Planning
Asset Management
Financial Planning/Bus. Strategy Consul.
Juckel
Ameriprise Financial Adv.
CFP
10000 Minnetonka Boulevard
952-563-1221
Fax: 952-563-1213
wanda.c.johnson@ampf.com
Retirement Planning
Member Since
Estate Planning
September 1985
Johnston
Member Since
January 2014
Jordahl
Johnson Carriar Kruchten & Assoc
CFP, CLU, MS, ChFC, CRPC
1765 Roosevelt Rd
St Cloud, MN 56301
320-654-6715
Fax: 320-252-5549
sandra.s.johnson@ampf.com
Member Since
Retirement Planning
September 1996
The Johnston Group
121 S 8th St, #1111
612-337-5030
ty@thejohnstongroup.com
E
CFP
Cathy
L
AIS Planning
AIFA, CEBS, CFP
3701 12th St N, Suite 103
St Cloud, MN 56303
320-252-6552
Fax: 320-252-6534
cathy@aisplanning.com
Qualified Plans
Member Since
Fin'l Planning for Business Owners
June 2005
Minnesota Chapter
Page 28
Jungquist
David
Octagon Financial
1650 W. 82nd Street, #850
952-885-2728
Fax:
djungquist@octagonfinancial.com
Kelzenberg
Todd
Member Since
June 2013
Kahle
Roger
E
Member Since
June 1999
Access Financial Services Inc
1650 W 82nd Street #850
952-885-2734
steve@accessfinsvcs.com
Stephen
Member Since
January 2008
Kenworthy
Raymond James Financial Serv, Inc.
CFP
330 North Main Street
Austin, MN 55912
Fax: 507-437-6114
507-437-8581
roger.kahle@raymondjames.com
Kairies
E
Source Advisors, LLC
333 S 7th St., Ste 3060
612-371-0590
pkenworthy@aol.com
Wealth Counseling
Charitable Giving
Paul
3934 Alabama Ave
St Louis Pk, MN 55416
612-671-8973
ruth.kersten@ampf.com
Fax: 952-885-0995
Fax:
Member Since
September 1972
Ruth
Sara
Fax: 612-671-4749
Member Since
February 2012
Karpinsky
John
Advanced Wealth Management Group
612-347-8669
Fax: 612-347-7546
johnk@advancedwealth.com
Estate Planning
Retirement Planning
Asset Management
Kaul
US Bancorp Center
800 Nicollet Mall, 16th Floor
612-303-3193
scott.kaul@usbank.com
Member Since
January 1994
Kiefer
CFP
J
Angela
CFP
641 East Lake Street - Suite 230
Wayzata, MN 55391
952-476-3542
Fax: 952-476-9767
Anne.Kiefer@RBC.com
Retirement Planning
Kincade
Robert
Member Since
August 1996
Scott
A
Andrew
80 S 8th Street, 1200 IDS Center
612-904-6225
Fax:
AndrewK@Riverbridge.com
Fax:
A
CFP
Member Since
January 2013
King
626 Ameriprise Fin'l Ctr, H07/626
612-671-4195
Fax: 612-671-7432
marcy.keckler@ampf.com
Waddell & Reed
3601 Minnesota Dr, #550
952-884-1503
phking@wradvisors.com
Member Since
August 2008
May 1, 2015
Member Since
October 1992
Member Since
February 2003
King
CFP
Marcy
J
2550 University Avenue W #180S
St Paul, MN 55114
651-251-1007
Fax: 651-251-1010
rkincade@stonebridgecap.com
Member Since
May 2011
Keckler
A
CFP
Member Since
February 1984
Cornerstone Wealth Advisors
Edina, MN 55436
952-920-3900
Fax:
sara@cornerstonewealthadvisors.com
R
MBA
Kersten
CLU ChFC
Kantor
J
AdvisorNet Financial
701 Fourth Avenue South #1500
612-436-3788
Fax:
tkelzenberg@advisornet.com
ChFC, CLU, CMFC
Minnesota Chapter
Peter
H
CFP
Fax:
Member Since
January 2006
Page 29
King
Shannon
SilverOak Wealth Mgmt
CFP, CPA, PFS,
Edina, MN 55435
952-896-5701
Fax: 952-896-5719
sking@silveroakwealth.com
Investment Planning
Retirement Planning
Kirby
Barbara
Focus Financial
CFP CLU ChFC
651-379-3942
Fax: 651-631-1139
bkirby@focusfinancial.com
Retirement Planning
Life Planning
Kirchner
A
Kley
Member Since
July 2000
W
John
Paragon Insurance Group
431 S 7th Street, #2480
612-338-9179
Fax:
j.klinkenberg@paragongoc.com
Member Since
October 1984
Ann
Member Since
July 2014
Klosterman
Member Since
December 2005
Full Circle Financial
300 First Ave NW, #300
Rochester, MN 55901
800-323-9171
szablis@fullcircleadvisors.com
Member Since
October 2012
Klinkenberg
Accredited Investors
CFP
3234 Cavell Ln
St Louis Park, MN 55426-3715
952-841-2238
Fax: 612-671-4749
ann@accredited.com
Klee
Jason
Carlson Capital Management
CFPr, AIFr, MBA
1700 W. 82nd Street, Suite 110
952-230-6705
Fax: 952-230-6710
jason@carlsoncap.com
CIMA, MBT
Szablis
Robert
White Oaks Wealth Advisors Inc
CFP
80 S 8th St, #1725
612-455-6900
Fax: 612-455-6901
bobk@whiteoakswealth.com
Retirement Planning
Asset Management
Knapp
James
Heritage Wealth Architects
St Paul, MN 55102
Robert
All Star Financial
CFP, AIF
3800 American Blvd West, #1450
952-896-3820
Fax: 952-896-3819
bobbyk@allstarfinancial.com
Asset Management
Qualified Plans
Retirement Planning
Stephen
J
Member Since
January 2013
Knapp, Jr.
William
Member Since
June 1988
B.
Member Since
August 2000
Knutson
Gerald
Fax:
Rebecca
121 Washington Ave S, #1206
612-201-3759
gerald.knutson@comcast.net
Asset Management
Trusts
Investment Planning
Kobs
CFP
5200 W 73rd
Edina, MN 55439
952-841-2229
Fax: 952-841-2223
rebecca.klevan@accredited.com
Fax:
Member Since
September 1983
Michael
R
MRK Financial Solutions, Inc.
3020 Harbor Lane N
Plymouth, MN 55447
763-541-8400
Fax: 763-541-8404
mikek@mrkfs.com
Member Since
May 2014
May 1, 2015
L
CFP CFA
Member Since
March 2015
Klevan
F
CFP/ChFC
7701 France Ave South ste 475
Edina, MN 55435
952-841-8117
Fax: 952-841-8150
william.f.knapp@ampf.com
CFP
1133 W River St
Monticello, MN 55362
612-295-2161
S
CFP
Member Since
January 2013
Klein
Member Since
June 1986
Fax:
JSK@heritagewealtharchitects.com
Fax:
Klefsaas
J
Minnesota Chapter
Member Since
March 1998
Page 30
Koch
Windsor Financial Group
225 S 6th Street, #3800
612-347-7966
dkoch@wfgweb.com
Asset Management
Asset Allocation
Investment Planning
David
O
Kostick
Brian
3524 26th Ave S
612-987-8903
bk@slvtech.com
Fax: 612-347-7983
Fax:
Member Since
January 1996
Koch
Dennis
A
Kolkman
Aaron
Boulevard Wealth Management
11995 Singletree Lane #240
877-664-2583
Fax:
aaron@blvdwealth.com
Kowalik & Associates
1621 Fourth Avenue North
Sauk Rapids, MN 56379
320-257-8888
naomi@kowalikandassoc.com
Retirement Planning
Estate Planning
Naomi
Jim
Fax: 320-257-4999
Member Since
December 1998
Kay
CFP
3300 Edinborough Way #610
Edina, MN 55435
952-885-9088
Fax: 952-887-2949
Kay@birchwoodfp.com
Retirement Planning
Kramer
1782 Bishop Ave NW
Buffalo, MN 55313
612-718-8514
Fax:
jim.komoszewski@investmentcenters.com
329 North Main Street #201
Austin, MN 55912
507-437-3523
randall.j.kramer@ampf.com
Randall
Brian
L
Jonathan
Leslie
Fax:
Member Since
May 2010
Krieger
RSM McGladrey, Inc.
227 W First St, #700
Duluth, MN 55805
1244 Berkeley Avenue
St. Paul, MN 55105
612-716-5766
PatrickJKrieger@Gmail.com
Fax:
lesliekooi@yahoo.com
Patrick
Fax:
Member Since
April 2011
Kopischke
UBS
16992 Saddlewood Trail
612-702-9470
westone9@comcast.net
David
P
Member Since
January 2015
Krieger
Accredited Investors, Inc.
Edina, MN 55439
952-841-2234
becky@accredited.com
CFP
Fax:
Member Since
July 2006
May 1, 2015
D
CFP
Member Since
July 2005
Kooi
J
Member Since
February 2001
JD Kreps Financial Group
309 Lakeland Drive SE, Unit 2
Willmar, MN 56201
320-235-8065
heidi@jdkreps.com
Fax: 612-313-7560
Member Since
August 1985
Fax: 507-433-5299
Kreps
ChFC
E
CFP, ChFC, CLU
Member Since
July 2014
Kompelien
A
CFP/JD/CLU/ChFC
Kramer
CFP, AAMS
Member Since
May 2011
Komoszewski
Member Since
December 2006
Kowalik
Dennis A. Koch, CFP
CFP
115 S. Broadway
Crookston, MN 56716
218-281-3515
Fax: 218-281-3525
Dennis.Koch@questarcapital.com
Member Since
Life Insurance
Retirement Planning
December 1999
Ensemble Planning, LLC
5001 Chowen Avenue South
612-978-1911
brian@ensembleplan.com
F
CFP, CFA
Minnesota Chapter
Rebecca
M
CPA, CFP
Fax: 952-841-2234
Member Since
February 2005
Page 31
When you see what’s happening today,
do you see your clients in the picture?
It’s a new world. One filled with dramatically increased personal and property risks for your high-networth clients. As a financial advisor, your clients expect you to understand and advise them of all the
risks that could lead to the loss of their wealth. Need exper t advice? Call us at 1-877-77-CHUBB for
a referral to an independent expert on personal risk management. To learn more about how modern risk
can affect your clients, look for the Chubb Continuing Education course at an industry meeting near you.
SM
Relax. You’re working with Chubb.
Chubb refers to the insurers of the Chubb Group of Insurance Companies. Actual coverage is subject to the language of the policies as issued.
Chubb, Box 1615, Warren, NJ 07061-1615. Copyright © 2006 Chubb & Son, a division of Federal Insurance Company. www.chubb.com/personal
Notes:
Job #:
Date:
CPI-1021
07 / 28 / 06
Client:
Ad:
Chubb
Bleed:
Trusted Advisor
Trim:
Live:
8.5x11.125”
8.125x10.875”
7.125x10”
Colors:
Type:
Publ.:
4c
Bleed Spread
Jrnl of Financial Services
Krogh
2355 Hwy 36 W, Suite 400
Roseville, MN 55113
651-251-6990
elizabeth.k.krogh@ampf.com
Elizabeth
Kumagai
Fax:
Member Since
June 2013
Krubsack
Ellan
Kunkel
Fure Financial
952-944-8250
Fax:
elkrubsack@furefinancial.com
Steve
CFP
763-543-5180
Fax: 763-525-0372
steven.x.kumagai@ampf.com
Financial Planning For Executives
Estate Planning
Charitable Giving
SII Investments, Inc
2407 109th Ave NE
Blaine, MN 55449
763-205-2664
timkunkel@comcast.net
Timothy
Margaret
Fax: 507-235-5873
1350 Douglas Drive N., # 215
763-232-9827
magpiekruse@hotmail.com
Fax:
Member Since
August 2007
Krusic
Member Since
February 1998
Kuntz
JD, LLM, CFP
Tyler
Laura
CPA MBT
Edina, MN 55435
952-854-6250
Fax: 952-854-6276
Laura.Kuntz@LaurelWealthPlanning.com
Estate Planning
Kuper
Wipfli Hewins Investment Advisors
8665 Hudson Boulevard North, #200
Lake Elmo, MN 55042-8702
651-766-2875
Fax:
tkrusic@wipflihewins.com
Focus Financial Network
731 Bielenberg Drive, Ste 105
Woodbury, MN 55125
651-233-2111
dkuper@focusfinancial.com
Debra
Lifestage Wealth Management
11100 Wayzata Blvd #510
763-542-8884
bkuehl@lifestagewealth.com
Retirement Planning
Asset Management
Investment Planning
Bruce
Member Since
April 2002
Jason
Member Since
May 2014
Kuenster
Kevin
M
May 1, 2015
Mary
Gregorie
Turbes Drealan Kvilhaug Wealthcare
CFP/CPA
909 4th Avenue
Worthington, MN 56187
507-376-4151
Fax: 507-376-4154
ghkvilhaug@tdkcpa.net
Tax Planning
Investment Planning
Laberge
CFP, CPA, CLU
430 N. Wabasha Street, Suite 300
St Paul, MN 55101
651-205-7489
Fax: 651-205-6088
kevin.kuenster@wellsfargo.com
Member Since
Retirement Planning
September 2000
M.
Fax: 612-455-0449
Kusske Financial Management Adv
CFP
11986 Portland Ave S
952-895-6963
Fax: 952-895-0718
mbkusske@kusskefinancial.com
Retirement Planning
Life Planning
Kvilhaug
Fax:
Member Since
August 2004
Member Since
March 2006
Kusske
Fax: 763-542-8821
Kuehn
3820 Grand ways, #421
612-790-8115
kuehnj1@nationwide.com
C
CFP
A
CFP
Member Since
October 2014
Kuehl
A
CFP
Member Since
June 2013
Kruse
Member Since
July 1998
Laberge Legacy Law, PLLC
1100 IDS Center, 80 S 8th
763-257-3574
andre@labergelegacylaw.com
Minnesota Chapter
Andre
B
Member Since
March 1999
H
Member Since
March 1999
S
Fax: 612-536-9387
Member Since
September 2000
Page 32
Lack
Lee Anne
Laurion
Central Lutheran Church Foundation
CFP
333 South Twelfth St
612-767-9240
Fax: 612-870-0417
llack@centralmpls.org
Member Since
January 2008
Lage
Gary
Proequities, Inc
47 N Broadway, PO Box 647
Pelican Rapids, MN 56572
B
Lawien
CFP
Fax:
Retirement Planning
Insurance
Laner
Member Since
May 2005
Laurie
Financial Designs Inc
CFP
5401 Gamble Drive, Suite 107
952-843-0301
Fax: 952-843-0302
Laurie@FDI-online.com
Retirement Planning
Langva
WorkOptional, Inc.
3360B Annapolis Lane North
Plymouth, MN 55447
952-475-7000
mlangva@workoptional.com
Marc
David
I
John
CFP
1420 London Road Suite 201
Duluth, MN 55805
218-728-8418
Fax: 218-723-2673
john.lawien@rbc.com
Retirement Planning
Estate Planning
Lawrence
703 East Ripley Street
Litchfield, MN 55355
320-693-7271
jill.b.lawrence@ampf.com
Jill
D
Timothy
Thoughtful Financial Planning
314 Clifton Ave, Suite 105
612-460-7355
Fax:
Timothy@thoughtfulfp.com
LGBT Planning
Covenant Trust Company
240 Spring St, Unit 315
St Paul, MN 55102
877-222-3960
kelawson@covenanttrust.com
Larsen
IBM
18502 587th Lane
Mankato, MN 56001
507-245-3558
kev_twins_fan@yahoo.com
J
Kevin
CFP
Fax:
Member Since
June 2011
Lawson
CFP
Member Since
March 2007
Kevin
Robert
Larson Financial Services, Inc.
7900 Xerxes Ave S, Ste #920
952-345-8005
craig@larsonadvisors.com
Leach
James
A
First Command Financial Planning
2950 Metro Suite 314
952-851-3071
Fax:
kcrctr6@yahoo.com
Fax:
Craig
Member Since
September 2006
Leach
Educator's Financial Services
175 Engelwood Road
Clearwater, MN 55320
320-558-2955
mikel@tsainvest.com
Fax: 952-449-4419
Member Since
February 2013
May 1, 2015
P
Private Client Reserve at U.S. Bank
CPA, CFP, MBA
3307 Katie Lane
Fax: 612-303-3630
612-303-4254
robert.lawson@usbank.com
Estate Planning
Member Since
February 2001
Member Since
September 2014
Larson
B.
Member Since
July 2008
Member Since
March 2007
LaPean
Member Since
May 2002
Fax: 320-693-9199
Lawson
Fax: 952-475-7001
P
CFP
Member Since
April 1992
CFP
C
CFP
Edina, MN 55435
952-857-1227
Fax: 952-837-0100
david.laurion@ampf.com
Asset Management
Member Since
Charitable Giving
Retirement Planning
November 1992
Minnesota Chapter
Michael
E
Fax: 320-558-2955
Member Since
February 2013
Page 33
Lear
Steven
M
Lelen
Affiance Financial LLC
ChFC CLU
600 South Highway 169, #1950
952-253-2564
Fax: 952-544-5524
stevelear@affiancefinancial.com
Member Since
Retirement Planning
November 1982
Ledermann
Jason
Member Since
January 2012
Mark
Brian
CFP
Fax:
Member Since
July 2010
Lenander
Waddell & Reed
952-884-1503
Fax: 952-884-9053
jasonledermann@wradvisors.com
Ledson
5200 W 73rd St
Edina, MN 55439
952-841-2247
brian.l@accredited.com
A
LeAnn
Lenander Financial Advisory, Inc.
CFP
8009 - 34th Avenue South, Suite 825
651-365-5000
Fax: 651-994-2580
leann@lenanderadvisory.com
Asset Management
Retirement Planning
Lennick
CFP, CRPC
505 N Hwy 169, #900
Plymouth, MN 55441
763-417-1430
Fax: 763-417-1431
mledson@wealthenhancement.com
Douglas
13980 Granada Court
651-335-6924
LeeS18@nationwide.com
Annuities
Life Insurance
Wealth Transfer
Lee
4900 Place wy 169 N
New Hope, MN 55428
763-657-2404
thomas.d.lee@ampf.com
Life Insurance
Stephen
S
Fax: 952-953-4585
Member Since
June 1997
D
Ross
Accredited Investors Inc
CFP
Edina, MN 55439
952-841-2222
Fax: 952-841-2223
ross@accredited.com
Asset Management
Member Since
FInancial Planning for Business Owners
Stock Options
September 1982
Liang
CTB Financial Services, Ltd.
5811 South Cedar Lake Rd
952-546-5456
jonathan@ctbfin.com
CFP
Fax: 763-657-2406
Jonathan
CFP
Fax:
Member Since
July 2002
Leiendecker
Terry
P.
Member Since
March 2006
Libbe
CFP, ChFC
7760 France Ave. S, #1080
952-857-1439
Fax: 952-835-6889
Terrence.p.leiendecker@ampf.com
Katie
Allianz Life Insurance Company
5701 Golden Hills
763-765-2834
Fax: 763-765-2834
katie.libbe@allianzlife.com
Member Since
January 2014
Leighton
Paul
J
Member Since
September 2013
Light
CLU/ChFC
2701 University Avenue SE
612-617-6121
Fax: 612-617-6003
paul.leighton@northstarfinancial.com
Retirement Planning
Member Since
Asset Allocation
November 1993
May 1, 2015
A
Member Since
October 2004
Levin
ChFC
Thomas
Member Since
August 1994
Think2Perform
CFP
706 Second Ave. S., Suite 271
612-843-5001
Fax: 612-671-5108
dlennick@lennickaberman.com
Member Since
October 1998
Lee
A
Light Financial Services
1220 Main Ave, Suite 225
Fargo, ND 58103
701-492-5106
ptlight@aol.com
Asset Management
Investment Planning
Retirement Planning
Minnesota Chapter
Paul
A
CFP
Fax: 701-492-5101
Member Since
May 1999
Page 34
Lindell
Charles Schwab & Co
130 Lake Street W
Wayzata, MN 55391
612-229-2955
andrew.lindell@schwab.com
Andrew
Lucey
Joseph
Secured Retirements Advisors, LLC
CFP
952-460-3260
Fax: 952-460-3261
jlucey@securedretirements.com
CFP
Fax:
Member Since
May 2013
Link
Christopher
Moquist Thorvilson Kaufmann Kennedy &CFP,
Pieper
CPA
Edina, MN 55435
952-842-9689
Fax: 612-373-9010
chris.link@mtkcpa.com
Retirement Planning
Qualified Plans (IRA;s, 401k, 403b, etc)
Tax Planning
Lipinski
M
Member Since
September 2007
Ludwig
Ludwig Financial Group
110 Bank Street SE, Suite 602
612-379-7773
peterl@ludwigfinancial.com
Peter
Fax: 612-379-7781
Member Since
March 2003
Jeremy
Member Since
August 1992
Lueneburg
Lifelong Wealth Inc.
CFP
612-349-6400
Fax: 612-339-5344
jlipinski@LLWAdvisors.com
Nortwestern Mutual
1633 East River Parkway
651-485-5226
eric.lueneburg@gmail.com
Eric
Fax:
Member Since
June 2010
Locke
Edward Jones
1665 West County Rd C
Roseville, MN 55113
651-636-4348
julian.eve.locke@gmail.com
Julian
Fax: 877-341-4751
Member Since
November 2011
Longo
Kathleen
Flourish Wealth Management
CFP, CAP
Edina, MN 55435
952-392-4474
Fax: 952-841-2223
klongo@flourishwm.com
Charitable Giving
Estate Planning
Loomis
George
M
Keith
Member Since
August 1998
A
James
NorthRock Partners
CFP/MBA
650 Third Ave South, Suite 1500
612-367-8800
Fax: 612-367-8886
jim@northrockpartners.com
Business Owners
Executives
Lund
A
4840 Clearwater Circle
Savage, MN 55378
612-678-4650
jerry.m.lund@ampf.com
Jerry
A
Member Since
April 2000
B
Member Since
March 1993
M
CFP
Fax: 612-671-7432
Member Since
March 2006
Lundgren
Loveland Consulting
JD, AIFA, CIDA
7900 Xerxes Ave S, #500
952-746-1106
Fax: 952-893-0133
kloveland@cap-mgt.com
Fiduciary Matters
Member Since
November 1983
May 1, 2015
Thomas
Capital Management Securities, Inc.
CFP
7900 Xerxes Ave So, 500 Wells Fargo Plaza
952-746-1111
Fax: 952-893-0133
toml@tomluing.com
Fin'l Planning for Executives
Investment Planning
Lund
Focus Financial Network Inc.
CFP
1000 Shelard Parkway #300
952-225-0310
Fax: 952-525-8538
gloomis@focusfinancial.com
Member Since
Retirement Planning
September 1998
Loveland
Member Since
March 2012
Luing
CRPC, CDFA
J
CFP
4737 County Road 101, #215
612-250-9635
artlundgren@gmail.com
Minnesota Chapter
Art
Fax:
Member Since
November 2013
Page 35
Lyders
Randi
Bloomington, MN
952-841-6500
randi.l.lyders@ampf.com
Retirement Planning
Disability Insurance
Life Insurance
L
Maier
Kate
CFP
505 North Highway 169, 900
Plymouth, MN 55441
763-417-1678
Fax: 763-417-1679
kmaier@wealthenhancement.com
CFP
Fax: 952-841-6535
Member Since
June 1994
Lynn
Jonathan
Member Since
January 2014
Malik-Das
2550 University Ave. W, Suite 180S
St Paul, MN 55114
651-251-3633
Fax:
jlynn@stonebridgecap.com
Nitya
8500 Normandale Lake Blvd, Suite 450
952-844-0995
Fax: 952-844-0996
Nitya.Malik-Das@jnba.com
Member Since
January 2011
Maas
Kevin
Member Since
January 2014
Manchester
Pohl Consulting and Training
1612 Blackberry Circle
Sartell, MN 56377
Jonathan
Nelson Capital Mgmt / Wells Fargo
90 S 7th St
612-667-8630
Fax:
jon@nelsoncapital.com
Fax:
kmaas@pohlconsulting.com
CFP, CFA
Member Since
April 2013
MacDonald
Brian
C
Mans
MBA, CPCU, CFP, ChFC
3800 American Blvd W, Northland Plaza, #1050
952-893-7966
Fax: 952-893-7967
brian.c.macdonald@ampf.com
Member Since
Investments
Retirement Planning
March 2004
Machlitt
JRA Financial Advisors
7373 Kirkwood Court #300
763-315-8000
mmachlitt@jrafinancial.com
Melissa
R
Fax: 612-315-8040
Member Since
April 1999
2164 Sycamore Trail
Woodbury, MN 55125
612-678-5834
richard.d.maggard@ampf.com
AKM Advisory, LLC
5200 Willson Road, Suite 150
Edina, MN 55424
612-360-4463
adam@akmadvisory.com
Adam
CFP
Fax:
Member Since
May 2012
Marquez
CRPS, CRPC
Maggard
Member Since
August 2007
Richard
PCG Agencies, Inc.
119 14th Street NW, #300
St Paul, MN 55112
651-605-2747
Insurance
Risk Management
Real Estate
Michelle
CIC, CPCU
Fax: 763-746-8625
Member Since
May 2006
Marshall
Bill
CFP
1851 E Hwy 169
Grand Rapids, MN 55744
218-322-2380
marsh323@gmail.com
Fax:
Fax:
Member Since
February 2013
Mahoney
360 Financial
11100 Wayzata Blvd, Ste 360
952-595-5548
dmahoney@360financial.net
Daniel
J.
Member Since
January 2014
Martin
176 Windsor Ct
612-747-8064
brianmartin25@gmail.com
CFP
Fax: 936-952-4848
Member Since
February 2006
May 1, 2015
Minnesota Chapter
Brian
CFP
Fax:
Member Since
November 2009
Page 36
Martinek
Benjamin
Mayrand
Thrivent Financial
600 S 2nd Street, Ste 155
Bismarck, ND 58504
Fax:
benmartinek@gmail.com
Member Since
July 2013
Mason
Northwestern Mutual
5201 Eden Ave, #200
952-698-7037
dan.mason@nm.com
Daniel
McConnell
CFP
Fax:
Member Since
June 2014
Mastel
Emmy
Prudential
CMFC, CLTC
600 S Hwy. 169 #1000
952-544-9533 x7115
Fax:
emmy.mastel@prudential.com
Retirement Planning
Matheson
Michael
Financial Dimensions Group
11272 86th Avenue N, Suite B
Maple Grove, MN 55369-4510
763-416-8206
Fax:
mmatheson@fdg-advisors.com
Asset Management
Estate Planning
Retirement Planning
Mauer-Tonn
L
A
Member Since
March 2000
McCready
A
McNeil
S
Member Since
May 1999
Donald
Heley, Duncan & Melander, PLLP
8500 Normandale Lake Blvd, Ste 2110
952-841-0206
Fax:
dmcneil@heleyduncan.com
J
Member Since
December 2012
McTeague
AdvisorNet Financial
CFP, CRC
701 Fourth Avenue S, Ste 1500
612-347-8622
Fax: 612-313-7504
danmay@advisornet.com
Retirement Planning
Member Since
Asset Management
December 1995
Jason
Meath Financial Group
701 Fourth Ave S, Suite 1500
612-347-8637
rjmeath@advisornet.com
Fax:
P
Member Since
August 2006
Meath
CFP
Sean
Securian
CFP
400 North Roberts St, Mail Stop A5-4520
St Paul, MN 55101
651-665-4520
Fax: 651-665-3565
sean.mcteague@securian.com
Member Since
January 2012
May 1, 2015
Paul
Counsel Financial Planning, Inc.
RFP/CFP
6 Pine Tree Drive, Suite 100
651-639-8707
Fax: 651-639-8807
paul@counselwealthmanagement.com
Asset Management
Qualified Plans
Retirement/Estate Planning
Member Since
November 1983
May
L
JD/CMFC
Member Since
September 2003
Member Since
October 1997
Daniel
D
Eagan, MN
952-835-9000
Fax: 952-835-4702
dmccoy@plannersfinancial.com
Fax:
May
AdvisorNet Financial, Inc.
701 4th Ave S, #1500
612-347-8600
jasonmay@advisornet.com
Donald
Planners Financial Services, Inc
CFP
248 Diana Drive
Alamo, TX 78516
651-900-0812
rdktonn@yahoo.com
Asset Management
Investment Planning
Retirement Planning
Michael
Member Since
September 2008
LarsonAllen Financial, LLC
CFP, CPA, PFS
220 S. 6th Street #300
612-376-4643
Fax: 612-376-4600
mmcconnell@larsonallen.com
Business Planning
Member Since
September 2000
McCoy
CFP
Kathleen
Alex
CFP
3020 Harbor Lane N
Plymouth, MN 55447
763-541-8400
Fax:
Alexm@mrkfs.com
Retirement Planning
Minnesota Chapter
Robert
J
Fax: 612-347-7839
Member Since
April 1997
Page 37
YOUR CLIENTS
EXPECT THE BEST—
YOU SHOULD, TOO.
For 25 years, Schwab has provided Registered Investment Advisors (RIAs) with
the trusted services and support needed to serve your clients and grow your
business. We have the expertise, comprehensive offerings, and dedicated
support that an RIA of your caliber deserves. With Schwab as your custodian,
you have access to outstanding solutions—all at a premium value. To be the
best, you need to work with an industry leader.
Schwab Advisor Services™ is proud
to sponsor FPA Minnesota.
EXPERIENCE THE SCHWAB DIFFERENCE.
schwabdifference.com
Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
©2013 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. CS09602-69 (1212-8333) ADP71732ACHO (04/13)
Meilahn
Joni
US Bancorp Investments
60 Livingston Avenue, EP-MN-WS4M
St Paul, MN 55107
651-466-6330
Fax:
joni.meilahn@usbank.com
L
Menzel
CFP
Member Since
May 1983
Meints
Pathway Financial Advisors
Edina, MN 55435
952-593-9945
rkmeints@pathwayfa.com
Robert
Thomas
Mertens
Kristi
BCU Investment Advisors
CFP
Target Credit Union, 1000 Nicollet Mall Dr
320-237-3811
Fax:
kristi.mertens@bcu.org
CRPC, RFC
Fax: 952-545-8500
Member Since
August 2013
Meisler
Seth
Affiance Financial
600 Highway 169 South, #1950
952-253-2584
Fax:
seth.meisler@affiancefinancial.com
Member Since
August 2009
Mertz
Mertz Wealth Strategies, Inc.
8100 Penn Ave S, Suite 175
952-831-5660
mertzwealth@gmail.com
CPA
James
Fidelity Investments
11450 Wayzata Blvd.
952-252-3880 x75203f
patricia.meland@fmr.com
Patricia
Fax: 952-835-8555
Melander
3900 North Woods Drive #150
651-765-7035
bradley.l.melby@ampf.com
Retirement Planning
Tax Planning
Investment Planning
Menard
Fax:
Member Since
May 2008
Jon
J
Bradley
Member Since
May 2012
Metzig
L
Brittany
Meristem
601 Carlson Pkwy, Ste 800
Hopkins, MN 55305
952-405-7959
bmeyer@meristemmfo.com
Fax: 651-494-9768
Brent
CFP
Fax:
Member Since
January 1995
Dana
J
J
Bond and Devick Financial Network
CFP
600 South Hwy 169, #875
952-591-0113
Fax: 952-591-0104
Brittany@bondanddevick.com
Member Since
Insurance
November 2003
Meyer
CFP
Member Since
April 2012
Meyer
Financial Dimensions Group, Inc.
CFP
11272 86th Avenue N, Suite B
763-416-8222
Fax: 763-416-8239
dmenard@fdg-advisors.com
Fure Financial
952-944-8250
Fax:
ffcgrant@msn.com
Member Since
January 2014
May 1, 2015
Michael
Schubert, Kumagai & Associates
CFP
763-543-5150
Fax: 763-525-0372
michael.r.metzger@ampf.com
Boulay Financial Advisors, LLC
CFP, CIMC, CIMA
7500 Flying Cloud Drive, Suite 800
952-847-4802
Fax: 952-516-7230
jmelander@boulaygroup.com
Asset Management
Member Since
Asset Allocation
February 2001
Melby
Member Since
March 2006
Metzger
CFP
...
R
CFP
Member Since
April 2008
Meland
L
Legacy Financial Advisors Corp
CFP
3500 American Boulevard West, Suite 675
952-893-5565
Fax: 952-893-5560
tmenzel@lfamn.com
Estate Planning
Member Since
Retirement Planning
Investment Planning
September 1984
Minnesota Chapter
Grant
CFP
Member Since
February 2010
Page 38
Meyer
Jon
BGM TruNorth Wealth Partners
CFP
4470 W. 78th Streete Circle, #200
952-844-2513
Fax: 952-844-2525
jmeyer@bgmtrunorth.com
Investment Planning
Retirement Planning
Estate Management
Meyers
Keith Meyers, Inc
319 Main Street West
Cannon Falls, MN 55009
507-263-4830
keith@keithmeyers.com
T
Miller
Mark
Member Since
June 1999
Keith
Member Since
June 2013
Miller
Richard
Member Since
October 2014
Telos Consulting
7 Ridge Road
North Oaks, MN 55127
651-481-0508
MoMike83@comcast.net
Estate Planning
Retirement Planning
Tax Planning
Ramona
M
Member Since
April 2002
Miller
University of Minnesota Duluth
826 E 6th St
Duluth, MN 55805
612-963-1391
mill5793@d.umn.edu
CFP
Fax: 651-481-0561
Tara
Fax:
Member Since
February 1993
Milbrath
David
101 North Marshall
Springfield, MN 56087
507-723-4811
Fax:
david.milbrath@investmentcenters.com
Member Since
September 2014
Mills
Jordan
Amber
Member Since
April 2015
Joseph
Integra Shield Financial Group LLC
CFP
3181 Fernbrook Lane N.
763-201-1390
Fax: 763-201-1305
mike@integrashieldfinancial.com
Retirement Planning
Miller
US Bank
6112 Ashmont Lane
Glen Allen, VA 23059
612-303-9375
jmiller68@aol.com
M
Minder Narusiewicz, Inc.
720 Main St, #209
651-209-7699
gminder@min-nar.com
Qualified Plans
Retirement Planning
Asset Management
Minsker
BCI Wealth Management
2422 E 117th St , Suite A
Burnsville, MN 55337-1227
952-646-2491
bminsker@yahoo.com
Gary
Joseph
Fax: 651-209-3173
Member Since
May 1994
Barry
CFP
Fax: 612-435-0030
Member Since
April 2012
Minton III
CFP
Fax:
R
CLU ChFC
Member Since
January 2006
Member Since
February 2015
May 1, 2015
Member Since
July 2013
Minder
The Planning Center, Inc.
7084 E Fish Lake Rd
763-494-0095
Fax:
amber@theplanningcenter.com
Miller
M
Wipfli Hewins Investment Advisors LLC CFP
7601 Frnce Ave. S, #400
Edina, MN 55435
952-548-3348
Fax: 952-548-3500
jmills@wipflihewins.com
CFP
Member Since
October 1999
Miller
R.
Compass Private Wealth Consulting, LLCCFP, CPA/PFS
15256 Fairway Heights Road NW
Prior Lake, MN 55372
612-309-3018
Fax:
rickmiller@cpwconsulting.com
Fax:
Michaels
N
North Oaks Financial Services, Inc.
CFP, MSFS
4 Bent Tree Lane
651-998-9822
Fax: 651-230-3516
mark@northoaksfs.com
H Lee
Minton Financial Services
CFP
601 S. Farwell Street, Ste B
715-832-9717
Fax: 715-834-5534
buzz.minton@lpl.com
Qualified Plans
Mutual Funds
Minnesota Chapter
Member Since
August 1989
Page 39
Moehring
Thrivent Finacial for Lutherans
11990 Aberdeen St NE, #4
Blaine, MN 55449
763-862-2885
jason.moehring@thrivent.com
Jason
Mooreland
James
JM Financial Consulting
8362 Tamarack Village, #119-265
St Paul, MN 55125
651-705-5847
Fax:
jay@jmfinancialconsulting.com
CFP
Fax: 763-862-4903
CFP
Member Since
June 2011
Moen
C. Buzz
Creative Financial Advisers, Inc
CFP
7900 Xerxes Avenue South, #500
952-884-9311
Fax: 952-893-0133
buzzmoen@creativeadvisers.com
Tax Planning
Divorce Mediation Planning
Moleski
Eric
Gen Financial Management Inc
CFP
10800 Old County Road 15
Plymouth, MN 55441
952-513-1466
Fax: 952-513-1464
eric@genfinancial.com
Asset Management
Estate Planning
Qualified Plans
Moltaji
Metlife
952-769-2126
Fax:
rmoltaji@metlife.com
Mortenson
7760 France Avenue S., Suite 710
Edina, MN 55435
952-475-9700
Fax:
Chris.Mongeon@Thrivent.com
Greg
Capstone Advisory Group
Edina, MN 55435
952-562-2444
Fax:
gmortenson@capstoneadvgroup.com
Member Since
October 1982
C
Member Since
July 2011
Moss
Member Since
June 1995
Roya
JRA Financial Advisors
7373 Kirkwood Court #300
763-315-8000
kmoss@jrafinancial.com
Investment Planning
Asset Allocation
Estate Planning
Katherine
Chris
Fax: 763-315-8040
Member Since
May 1995
Patrick
Arete Weath Strategies
1909 River Terrace
415-375-0850
ashley@arete-ws.com
Ashley
CFP
Fax:
Member Since
November 2014
Moore
Amanda
Member Since
June 2014
Moore
Member Since
August 2009
Murphy
Cornerstone Wealth Advisors
Edina, MN 55436
952-920-3900
Fax:
amanda@cornerstonewealthadvisors.com
Kyle
Larson Allen Financial, LLC
2411 N. Hillcrest Parkway
Altoona, WI 54720
715-852-1146
dmurr@larsonallen.com
Member Since
February 2013
May 1, 2015
Michael
CFP
3900 Northwoods Drive #150
Fax: 651-494-9768
651-765-7041
michael.a.murphy@ampf.com
Retirement Planning
Investment Planning
Murr
Pitzl Financial
3900 Northwoods Drive, Ste #240
Fax:
651-287-3712
kyle@pitzlfinancial.com
D
CFP
8500 Normandale Lake Blvd #450
952-921-8998
Fax: 952-844-0996
patrick.moyneur@jnba.com
Investment Planning
Member Since
Retirement Planning
December 2003
Murphy
CFP
L
CFP/CFS/REG PRIN
Moyneur
CFP, ChFC
Member Since
April 2009
Mongeon
Member Since
October 2012
Minnesota Chapter
Donna
A
Member Since
May 1996
J
CFP
Fax: 715-852-1101
Member Since
August 2001
Page 40
Murray
Fiduciary Counselling, Inc.
30 East Seventh Street, #2000
St Paul, MN 55101
651-215-4424
ljm@fidcouns.com
Luke
J
Nelson
Lawing Financial
Wayzata, MN 55391
952-767-3021
cnelson@lawingfinancial.com
CFP
Fax:
Clint
Fax:
Member Since
October 2008
Myers
Arlene
A
Myrum
Jeremy
505 N Highway 169, Ste 900
Plymouth, MN 55441
763-417-1636
Fax:
jmyrum@wealthenhancement.com
Member Since
January 2013
Nelson
CFP, CASL, LUTCF, FIC
8750 90th St S #204
651-458-5392
Fax: 651-459-7370
arlene.myers@thrivent.com
Pre-Retiree & Retiree
Member Since
Long Term Care Ins.
Pension Distributions
December 2003
Joseph
Stewardship Investments, LLC
24414 Daniel Lake Drive
Bagley, MN 56621
218-785-2962
jnelson@stewardshipinv.com
Joseph
CFP
Fax:
Member Since
January 2015
Nahlovsky
ActiFi, Inc
Plymouth, MN 55447
763-550-0111
mnahlovsky@actifi.com
Mark
Member Since
April 2015
Nakashima
Innovate Financial, Inc.
6701 Penn Avenue, Suite 200
Richfield, MN 55423
612-824-1107
mnakashima@tfamail.com
Member Since
September 2013
Nelson
Fax:
Michael
Matthew
Focus Financial Network
1000 Shelard Parkway, Suite 300
952-225-0343
Fax:
mnelson@focusfinancial.com
Retirement Planning
Asset Management
Nelson
8151 33rd Ave S, Unit 602
651-452-4331
matty55118@gmail.com
Fax:
Marc
CFP
2040 Ridge Dr. #14
612-671-6380
Fax: 612-671-4768
marc.nall@ampf.com
Retirement Planning
Naylon
Member Since
June 2001
Matthew
Fax:
Member Since
January 2015
Nelson
Mitchell
MyDisabilityPlans, LLC
6465 Wayzata Boulevard, Suite 920
952-224-5400 x206
Fax:
mitch@mydisabilityplans.com
Member Since
May 1999
Marco
Member Since
February 2012
Nelson
PO Box 10605
St. Paul, MN 55110
Fax:
marconaylon@hotmail.com
Member Since
October 2014
May 1, 2015
D
CFP
Member Since
March 2014
Nall
P
Advanced Retirement Resources
CFP
612-347-8630
Fax: 612-313-7527
jpnelson@advancedretirement.com
Retirement Planning
Member Since
Tax Planning
Asset Management
December 2002
Nelson
CFP
N
Robert
ChFC
3600 Minnesota Drive #550
Edina, MN 55435
952-841-8102
Fax: 952-841-8155
robert_d_nelson@msn.com
Investment Planning
Retirement Planning
Minnesota Chapter
D
Member Since
April 1997
Page 41
Nelson
AJW Financial
11258 Cedar Pointe Drive South
952-405-2000
Fax:
nelson.scott.e@gmail.com
Scott
Nies
CFA, CFP
Member Since
June 2009
Nelson
Stacey
M
KDV Wealth Management
220 Park Ave S
St Cloud, MN 56302
320-258-3533
rnies@kdv.com
Retirement Planning
Asset Management
Estate Planning
Noel
3300 Edinborough Way, Ste 610
Edina, MN 55435
952-767-1214
Fax:
stacey@birchwoodfp.com
Royce
Fax: 320-258-3513
Member Since
June 1982
Kathryn
Access Financial Services, Inc.
CFP
1650 West 82nd Street, Suite 850
952-885-2719
Fax: 952-885-0995
katie@afsnet.net
Member Since
September 2013
Nelson
Terry
Hometown Financial Planning
MS, CFP
1957 Lake Street
Roseville, MN 55113
651-638-9428
Fax: 651-638-9356
terry@hometownfp.com
Asset Management
Nelson
W
Investors Financial Group
1300 Godward St., Ste 1550
612-671-4263
ardis.nohner@lpl.com
Newman
Debra
M
Mikael
May 1, 2015
Gregory
Troy
C
Member Since
March 2007
A
Boulevard Wealth Management, Inc.
CFP, CFA
11995 Singletree Ln, Ste #240
877-664-2583
Fax: 877-670-2583
troy@blvdwealth.com
Member Since
October 1996
C
Member Since
March 2003
Nordmeier
Member Since
April 2002
Waddell & Reed
CFP/ChMC
2765 Commerce Dr NW, Suite 110
Rochester, MN 55901
507-282-5323
Fax: 507-282-6396
mnewman@wradvisors.com
Qualified Plans
Retirement Planning
Mutual Funds
Fax: 612-671-9662
CFP
430 West Main
Marshall, MN 56258
507-532-2559
Fax: 507-537-9629
gcnolting@yahoo.com
Insurance
Noor
Newman Long Term Care
ChFC, CLU, LTCP
6636 Cedar Ave. S., #100
Richfield, MN 55423
612-454-4402
Fax: 952-888-5170
debn@newmanltc.com
Long Term Care Insurance
Newman
L
Member Since
June 2003
Nolting
Member Since
February 2009
Lisa
Ardis
Member Since
March 1994
William
Transamerica Financial Advisors
CFP
300 14th Avenue NE
651-639-0786
Fax: 763-788-4959
lnesser@tfamail.com
Retirement Planning
Member Since
April 2010
Nohner-Black
Think Mutual Bank
CFP
1698 Greenview Dr SW
Rochester, MN 55902
507-285-6306
Fax:
bnelson@ThinkInvestmentServices.com
Nesser
N
CFP
D
Norine
Member Since
June 1999
David
Midwest Wealth Advisors
CFS, CFP
21025 Commerce Blvd, Suite 700
Rogers, MN 55374
763-428-0066
Fax: 763-428-0072
dave@midwestwealthadvisors.com
Retirement Planning
Insurance
Member Since
January 2006
Dean
CFP
952-563-1220
Fax: 952-563-1213
dean.a.norine@ampf.com
Retirement Planning
Minnesota Chapter
A
Member Since
October 1998
Page 42
Norling
Chad
O'Hagan
Executive Financial Services Inc
CFP
4200 W Old Shakopee Road #245
952-884-3326
Fax: 952-884-3327
cnorling@advisornet.com
Retirement Planning
North
Brad
K
Member Since
September 2014
Ohe
Cahill Financial Advisors
7300 Metro Blvd. Suite 625
Edina, MN 55439
952-926-1659
jeff@cahillfa.com
Jeffrey
Brad
W
Fax: 952-926-0633
Member Since
May 2005
O'Hearn
Dennis
John
Fiduciary Counselling, Inc.
CFP, CPA,MBA
2000 Wells Fargo Pl, 30 E Seventh St
St Paul, MN 55101
651-215-4430
Fax: 651-215-4492
jho@fidcouns.com
Tax Preparation
O'Connor
Kathleen
Adam Smith Advisors
952-253-6016
Fax:
keoconnor@cherrytree.com
H.
Member Since
March 2004
O'Keefe
Member Since
July 2007
E
John
Focus Financial
CFP
1000 Shelard Parkway. Suite 300
952-225-0315
Fax: 952-525-8538
jokeefe@focusfinancial.com
Retirement Income Planning
Asset Management
O'Laughlin
Scott
7300 Metro Blvd., Suite 625
Edina, MN 55439
952-926-1659
Fax:
scott@cahillfa.com
Asset Management
Life Insurance
O'Fallon
Integrated Financial Services
PO Box 1021
Willmar, MN 56201
320-214-7837
bob@ifsmn.com
Investment Planning
Mutual Funds
Retirement Planning
May 1, 2015
D
Member Since
October 2010
Kevin
GEN Financial Management, Inc.
10800 Old County Road 15, Suite 200
Plymouth, MN 55441
951-513-1466
Fax:
kevin@genfinancial.com
CFP
CFP, CFS
Member Since
May 2012
Oeth
M
Advantage Educational Programs
2115 W 63rd St
Richfield, MN 55423
612-798-5851
Fax:
dmohearn@gmail.com
Member Since
November 2008
Oberg
R
CFP
Member Since
January 2006
St Paul, MN 55102
651-286-4744
Fax: 800-503-8884
brad.norton@transamerica.com
Patrick
CFP
Member Since
July 1998
CFP
2701 University Avene SE
612-617-6169
Fax: 612-256-3169
brad.north@northstarfinancial.com
Catastrophe Planning
Retirement Planning
Investment Planning
Norton
Sean
The Advocate Group
601 Carlson Parkway
952-693-2630
Fax:
sohagan@theadvocategroup.com
Member Since
April 2007
Oldre
Vincent
CFP, ChFC, MSFS
14920 Ironwood Ct
612-840-2229
vince.oldre@gmail.com
Fax:
Member Since
October 2001
Robert
G
Member Since
November 2014
Olivanti
414 1st Street S.
Virginia, MN 55792
218-741-2804
cheryl.j.olivanti@ampf.com
CFP/ChFC/CLU/LUTCF/CFS
Fax: 320-235-7997
Member Since
July 1983
Minnesota Chapter
Cheryl
J
Fax: 218-741-3110
Member Since
June 2007
Page 43
Needanal
t
er
nat
i
vewayt
o
pr
es
er
veyourc
l
i
ent
s
’
weal
t
h?
Pur
chase
Pr
eci
ousMet
al
s
Mi
l
esFrankl
i
n
801Twel
veOaksCent
erDr
Sui
t
e834
Wayzat
a,MN 55391
How t
oPur
chas
ef
r
om
Mi
l
esFr
ankl
i
n:
1.Ca
l
l8778677293t
os
pe
a
kwi
t
hKa
t
hi
e
f
orc
ur
r
e
ntpr
i
c
i
nga
nda
va
i
l
a
bi
l
i
t
y.
2.“
Loc
ki
n”apur
c
ha
s
eove
rt
hephone
.
3.Se
ndi
nyourpa
yme
nt
.
*
Annua
ls
t
or
a
gef
e
e
sa
ppl
y.
AskKat
hi
eaboutt
he
Aﬃl
i
at
eRef
er
r
alPr
ogr
am
Cal
l8778677293t
oday
www.
mi
l
esf
rankl
i
n.
com
kbor
t
nem@mi
l
es
f
r
ankl
i
n.
c
om
Pr
eci
ous Met
al
sI
nvest
ment
s
4.Ae
ryourpa
yme
ntc
l
e
a
r
s
,wewi
l
ls
hi
pt
hephys
i
c
a
lme
t
a
l
st
o
youorwhe
r
e
ve
ryoude
s
i
gna
t
e
.As
ka
boutpr
e
c
i
ousme
t
a
l
s
t
or
a
geopt
i
ons
.
*
Olsen
Keystone Wealth Advisors Inc.
33 South 6th St, Suite 4100
612-465-8119
aolsen@keystonewa.com
Berthel
A
Oslund
CFP
Fax: 952-893-0133
Member Since
March 2003
Olson
Chad
1
Ostrand
Wealth Management Midwest, LLC
20 North Lake St, Ste 310
Forest Lake, MN 55025
651-464-2664
Fax:
chad.olson@lpl.com
Member Since
January 2015
Olson
The Advocate Group, LLC
4832 Flag Ave N
New Hope, MN 55428
952-693-2630
Fax:
lolson@theadvocategroup.com
Elizabeth
Brandon
Oslund Wealth Management Group
CFP, CRPC
315 E. Lake St. Suite 200
Wayzata, MN 55391
952-404-5941
Fax: 612-235-6106
brandon_oslund@ml.com
Member Since
Retirement Planning
September 2006
E
John
Private Client Reserve/US Bank
1316 Berwick Lane
Mahtomedi, MN 55115
612-303-3232
Fax:
j.ostrand@comcast.net
Asset Management
Trusts
Estate Planning
Ostrem
Member Since
March 2004
Linda
612-671-7819
Fax:
Linda.Ostrem@ampf.com
CFP
Megan
Member Since
November 2011
Olson Pedersen
Caissa Wealth Strategies
7825 Washington Avenue S., Suite 625
952-777-2273
Fax:
kelly@caissawealth.com
Asset Allocation
Investment Planning
Olsonoski
Kelly
S
FPS Financial Inc
919 Old Highway 8 NW
651-633-2689
mikeo@fpsfinancial.net
Qualified Plans/403(b)
Asset Allocation
Annuities
R
CFP
Fax: 651-633-2847
Member Since
August 1993
Jodee
JP Advisors, LLC
100 BridgePoint Dr, #120
South St Paul, MN 55075
651-455-4621
Fax:
jodee.paape@jodeepaape.com
Member Since
November 2002
Steve
Member Since
June 2011
Pagel
Northwest Financial Services
3280 Sanctuary Point
Fort Myers, FL 33905
239-693-7213
depagel@comcast.net
Retired
Douglas
Robert
E
CFP
Fax: 239-693-7213
Member Since
January 2008
Member Since
August 1985
Park
Wells Fargo Home Mortgage
7900 Xerxes Avenue South, Suite 204
612-316-4888
Fax:
robert.opdyke@wellsfargo.com
Park Place Wealth Management, LLC
1524 155th Ln NW
Andover, MN 55304
Fax:
763-229-7051
diane.park@comcast.net
Member Since
April 2014
May 1, 2015
Michael
Paape
CFP / CDFA
1000 Shelard Pkwy, Suite 300
952-225-0348
Fax: 952-525-8538
solsonoski@focusfinancial.com
Funding Education
Retirement Planning
Tax Planning
Opdyke
Member Since
August 2004
Ovshak
7601 France Ave South, Suite 400
Edina, MN 55435
952-548-3321
Fax:
molson@wipflihewins.com
O
CFP
Member Since
October 2011
Olson
P
CFP
Minnesota Chapter
Diane
A.
CFP, CPA
Member Since
March 2006
Page 44
Park
Minnesota State University
150 Morris Hall
Mankato, MN 56001
507-389-2712
kwang-woo.park@mnsu.edu
Kwang Woo
Pehrson
Mark
CFP
80 South 8th Street, 3400 IDS Center
612-340-4504
Fax: 651-298-1633
mark.pehrson@wfadvisors.com
CFP
Fax: 507-389-6377
Member Since
September 2006
Parnell
Paul
L
Member Since
April 2007
Penkwitz
Parnell & Associates
683 Bielenberg Drive, Suite 206
Woodbury, MN 55125
651-730-2473x108
Fax: 651-730-5432
paul.l.parnell@ampf.com
Randy
CPR Wealth Advisors
900 Crestview Dr, #230
Hudson, WI 54016
715-386-1335
Fax:
randy.penkwitz@investmentcenters.com
Member Since
May 2010
Patineau
James
A
Peterson
Wells Fargo Investments
CFP, CPA (inactive)
8770 E. Point Douglas Road South
Cottage Grove, MN 55016-4034
651-205-5747
Fax: 651-205-7424
james.a.patineau@wellsfargo.com
Member Since
Retirement Planning
September 2000
Patridge
Mark
Member Since
September 2009
I
P.O. Box 6928
612-865-5781
petersonbl@gmail.com
Brenda
Fax:
Member Since
July 2011
Peterson
CFP
1795 Ameriprise Financial Center, H23/1795
612-671-0589
Fax: 612-678-5470
mark.i.patridge@ampf.com
Five Star Financial Resources
Five Star Financial Resources
White Bear Lake, MN 55110
612-812-5277
bpeterson@fivestarteam.us
Brian
CFP, CRPC, MBA
Fax:
Member Since
February 1985
Patterson
Jerome
C
Peterson
Professional Fiduciary Advisers, LLC
CFP/CPA
9216 Amsden Way
612-508-9290
Fax: 952-944-8496
patterson.jerome@ymail.com
Qualified Plans
Member Since
Retirement Planning
Tax Planning
September 1985
Pearson
Mark
Member Since
May 2012
W
Marketplace Home Mortgage
10160 Foley Bld NW, Ste 200
763-235-6300
jon@marketplacehome.com
Jon
Fax:
Member Since
January 2015
Petroske
Nepsis Capital Management, Inc.
8692 Eagle Creek Cir
952-746-2003 x201
Fax: 952-746-2006
mpearson@nepsiscapital.com
Dave
Edina, MN 55435
952-278-3447
Fax:
davep@marketplacehome.com
Member Since
June 2008
Pechacek
220 South Sixth St, #300
608-354-1878
Fax:
laura.pechacek@claconnect.com
Laura
Member Since
December 2014
Peyton
Member Since
April 2015
May 1, 2015
Kelsey
The Johnston Group
121 S 8th Street, Suite 1111
612-719-6303
Fax:
kelsey@thejohnstongroup.com
CFP
Minnesota Chapter
Member Since
March 2012
Page 45
Picka
13913 Xerxes Ave S
612-242-7593
picka033@umn.edu
Teal
Pollard
Fax:
Member Since
January 2015
Pickler
PCG Agencies, Inc.
119 14th Street NW, #300
St Paul, MN 55112
651-605-2706
jackp@pcgagencies.com
John
M
Dana
CFP
7525 Currell Blvd
Woodbury, MN 55125
651-205-5005
Fax: 651-205-7108
dana.pollard@wellsfargo.com
Retirement Planning
Asset Allocation
Polley
Bryan
Allodium Investment Consultants
500 Washington Ave S, Ste 2015
612-230-3708
Fax:
BPolley@aicria.com
Fax: 763-746-8625
Member Since
June 2006
CFP, RFC, CFS
Member Since
May 2006
Pilacinski
The Mutual Fund Store
1960 Donegal Drive, #40
Woodbury, MN 55125
763-494-8889
Fax:
dpilacinski@mutualfundstore.com
Darin
Member Since
January 2010
Pope
Laura
Member Since
August 2010
Pitz
John
T
Transamerica Retirement Management CFP
408 St Peter St, Suite 230
St Paul, MN 55102
651-286-4757
Fax: 800-503-8884
laura.pope@transamerica.com
CMFC
D.
Member Since
December 2009
Post
CFP, ChFC, CLU
551 West 78th Street, #5, POB 820
952-949-6630
Fax: 952-949-6632
john.d.pitz@ampf.com
State Life Insurance Company
14407 Isanti St NE
Ham Lake, MN 55304
877-757-2448
Lee.Post@oneamerica.com
Lee
R
CLU, ChFC
Fax: 763-757-2448
Member Since
March 2006
Pitzl
Joseph
Pitzl Financial
CFP
3900 Northwoods Drive, Ste #240
Fax: 651-287-3766
651-287-3712
joe@pitzlfinancial.com
Estate Planning
Life Planning
Plank
Jason
D
Pratt
W
CFP
Member Since
June 2004
T
Member Since
April 2007
Pratt
Steven
Financial Designs
7400 Metro Blvd, #223
Edina, MN 55439
952-844-9880
david.pratt@fdi-inc.com
Member Since
March 2012
David
A
CFP, CPC, QPFC
Fax: 952-844-9969
Member Since
September 2012
Prentiss
Raymond James Financial Services, Inc.CFP
1905 E. Wayzata Blvd, #155
Wayzata, MN 55391
952-767-1704
Fax:
Steven.Plant@RaymondJames.com
May 1, 2015
Bryan
Pratt, Kutzke & Associates, LLP
1651 Commerce Dr., #100
Mankato, MN 56003
507-388-0770
Fax:
bryan@pkallp.com
CFP, CRPC, AAMS
3601 Minnesota Dr, Suite 905
Edina, MN 55435
952-841-7500
Fax: 952-841-8500
jason.t.plank@ampf.com
Member Since
Retirement Planning
June 2006
Plant
Member Since
March 2008
Robert
N
Independent Service Company
CLU ChFC
7760 France Avenue S #270 MN Ctr
Edina, MN 55435
952-835-1560
Fax: 952-835-1745
rprentiss@iscinvest.net
Member Since
Retirement Planning
September 2000
Minnesota Chapter
Page 46
Prescott
3020 Harbor Ln N
Plymouth, MN 55447
763-541-8400 x103
justinp@mrkfs.com
Justin
Pyne
Evergreen Financial Group
708 North First Street, #238
612-339-5352
jpyne@berthelrep.com
CFP AIF
Fax: 763-541-8404
Jonathan
Fax: 612-677-3673
Member Since
March 2008
Primeau
Bruce
A.
Member Since
August 2012
Quist-Newins
Summit Wealth Advocates
CFP
5871 Crossandra St SE
Prior Lake, MN 55372
612-987-9112
Fax:
bprimeau@summitwealthadvocates.com
Moneyweave, LLC
5629 Melody Lake Drive
Edina, MN 55436
301-676-5484
mqn@moneyweave.com
Marketing
Mary
Fax:
Member Since
October 2014
Priolo
Jaclyn
Member Since
November 2000
Ragborg
Jennifer
ACSIA Partners, LLC
CFP
15408 Bryant Avenue S
952-898-2750
Fax: 952-898-2750
jennifer.ragborg@acsiapartners.com
2306 Hoover St
Duluth, MN 55811
Fax:
priol005@d.umn.edu
Member Since
February 2013
Prokott
Greg
Mainstay Investments
2806 - 116th Avenue NE
Blaine, MN 55449
612-423-1689
Fax:
greg_prokott@newyorklife.com
Mutual Funds
Asset Management
Prum
Wells Fargo Advantage Funds
11283 49th Ave N
612-272-6419
kosal.prum@wellsfargo.com
Member Since
August 2005
Rashid
USGA ABC
Member Since
February 1995
Kosal
Alfred
Financial Organization Services Inc
CFP
701 - 4th Avenue South, Suite 1500
612-347-8601
Fax: 612-313-7540
al@arashid.com
Retirement Planning
Rasmussen
Corey
Member Since
July 2001
Rasmussen
Nicholas
Thrivent FInancial
11550 Stillwater Blvd N, Ste 104
Lake Elmo, MN 55042
AIF
Fax:
nicholas.rasmussen@thrivent.com
Fax:
Member Since
November 2012
Putman
Haukedahl Financial Services, LLC
9801 Dupont Ave S, Ste 395
952-888-1211
Fax:
Aaron@Haukedahlfinancial.com
Aaron
J
Member Since
May 2013
Ray
4616 Upton Ave S
952-857-1308
robert.j.ray@ampf.com
CFP
Member Since
March 2015
May 1, 2015
Member Since
May 1984
Jenny
Member Since
May 2008
Bronsman EL Rothschild
2510 Hamlet Ave N
St Paul, MN 55128
763-442-2196
corey.purkat@belr.com
J
CFP
7601 France Ave South, Suite 300
Edina, MN 55435
952-857-1238
Fax: 952-837-0100
jenny.x.rasmussen@ampf.com
Fax:
Purkat
R
CFP, CLU, MSFS, ChFC
Minnesota Chapter
Robert
J
CFP
Fax: 952-837-1133
Member Since
February 1995
Page 47
Raymond
Bruce
Reynolds
MarketPlace Home Mortgage, LLC
Edina, MN 55435
952-278-4790
Fax: 952-831-1999
braymond@marketplacehome.com
Benjamin
5500 Wayzata Blvd. Ste. 1480
952-475-9700
Fax:
benjamin.reynolds@thrivent.com
Member Since
December 2014
Rediske
6540 Foxtail Court S
651-343-4092
crediske@comcast.net
Chad
Ricci
Fax:
Member Since
January 2015
Regenfuss
Bob
Member Since
October 2014
F
43 Main Street SE #400
612-378-7560 ext. 20
mricci@vectorwealth.com
Mortgage Solutions
Wealth Management
Michael
Fax: 612-379-4895
Member Since
January 2002
Rice
8575 Indahl Ave S
651-286-4727
Fax: 888-247-2090
bob.regenfuss@transamerica.com
7601 France Ave South, #600
Edina, MN 55435
952-857-1420
steven.g.rice@ampf.com
Steven
Northwestern Mutual
1000 Trail View Lane Se
Pine Island, MN 55963
507-529-6073
philip.reiter@nmfn.com
Philip
Fax:
Member Since
October 2008
Rich
Jerry
FCMM Benefits and Retirement
901 East 78th Street
952-853-8472
Fax:
Jerry.Rich@fcmmbenefits.org
Fax:
Member Since
April 2012
Rekow
Mark
Rekow Management LLC
CFP
101 S First Street, Suite 50
Montevideo, MN 56265
320-269-7889
Fax: 320-269-3220
mwrekow@rekowmanagement.com
Retirement Planning
Rekstad
Peter
W
Ronald
Morgan Stanley
225 South 6th Street, Ste 5100
612-340-6748
rishovds@q.com
Thomas
J
Fax:
Member Since
January 2006
Ritter
L
A
CFP
Member Since
June 1999
Douglas
Discovery Financial Centers, Inc
CFP
307 Dakota St./PO 402
Red Wing, MN 55066
651-388-9594
Fax: 651-388-9620
dritter@discoveryfinancial.net
Funding Education
Retirement Planning
Robbins
1st Global Capital Corp
CFP/CPA
10405 6th Ave N., #115
Plymouth, MN 55441
763-417-0809
Fax: 763-417-0852
rrevier@revierfinancial.com
Member Since
Retirement Planning
Tax Planning
November 1995
May 1, 2015
Member Since
April 2014
Rishovd, II
BGM TruNorth
CLU, ChFC, CFP
Oakdale, MN 55128
651-735-5878
Fax: 651-735-5881
prekstad@bgmtrunorth.com
Member Since
Asset Management
Retirement Planning
November 1998
Revier
G
CFP
Member Since
December 2007
Reiter
A
CFP
Tammy
L
Member Since
October 1992
M.
Wells Fargo
222 West Superior St.
Duluth, MN 55802
218-723-2603
Fax: 218-723-2660
tammy.m.robbins@wellsfargo.com
Minnesota Chapter
Member Since
July 2007
Page 48
Roberts
Robin
Rose
BrightPath Financial Corp.
11985 Technology Drive, Suite 100
612-867-5959
Fax:
robin@brightpathfinancialcorp.com
Rose Chase Financial
952-896-3400
jon@rosechase.com
Jonathan
Fax: 612-896-3401
Member Since
August 2014
Robinson
Jay
A
Member Since
January 2006
Rogers
Michael
360 Financial
AIF
11100 Wayzata Blvd., Suite 560
952-542-8900
Fax: 952-562-8962
mrogers@360financial.net
Qualified Plans
Retirement Planning
Investment Planning
Romenesko
Member Since
December 2004
Rossi
Charles Schwab Advisor Services
800 Nicollet Mall, #2925
612-375-0607
Fax: 612-371-0801
jay.robinson@schwab.com
Joan
Rossi Dubuque Breckenridge, LLC
CFP
612-870-7414
Fax: 612-870-1200
joanrossi@joanrossi.com
Retirement Planning
Wealth Management
Rossi
Member Since
January 2000
Rossow
Troy
Rooney
Edina, MN 55439
952-841-2222
Megan@accredited.com
W
Member Since
October 1996
Megan
May 1, 2015
Suzette
American Funds
4508 Shady Beach Circle
Independence, MN 55359
800-421-2387
Fax:
szmr@capgroup.com
Financial Planning for Women
Mutual Funds
International Investing
Rouman
CFP
Fax:
Nicole
PHH Home Loans
CFP
7550 France Ave South, #340
Edina, MN 55435
612-723-2658
Fax: 888-411-0039
Nicole.Rosandich@phhonline.com
Business Planning
Marketing
Mortgage Planning
Member Since
July 2005
Rothberg
Member Since
March 2011
Rosandich
M
BMO Global Asset Management
CFP
50 South Sixth Street, 10th Floor
612-904-8153
Fax: 612-904-8008
t.m.rossow@comcast.net
Member Since
March 2013
James
Member Since
January 1985
Stephanie
Member Since
June 1997
Brent
Greater Midwest Financial Group
CFP
3222 Rice Street
St Paul, MN 55126
651-490-9790
Fax: 651-490-9788
james.ronn@lpl.com
Retirement Planning
K
CFP
8500 Normandale Lake Blvd., Ste. 450
952-844-0995
Fax: 952-844-0996
stephanie.rossi@jnba.com
Tempo Investment Advisors
CFP
2012 Waterford Lane
Chaska, MN 55318
612-210-3353
Fax:
Brent.romenesko@tempo-investments.com
Ronn
C.
CMFC, CFP
CFP
Member Since
September 2001
Sam
KDV Wealth Management, LLC
CFP, AIF, CLU, ChFC
3800 American Blvd., Suite 1000
Minneapoolis, MN 55431
952-563-6900
Fax:
SRouman@kdv.com
Member Since
Retirement Planning
February 2006
Rovaina
Bronfman E.L. Rothschild
225 S 6th St, #2300
612-876-4842
tiffany.rovaina@belr.com
Member Since
February 2004
Minnesota Chapter
Tiffany
CFP, ChFC
Fax:
Member Since
June 2014
Page 49
As a Financial Advisor
you work hard to
manage your client’s
wealth...
At PCG Agencies, Inc.,
we work hard to
protect their wealth.
When was the last time
each of your clients had a
P&C Insurance review?
Personal Risk Management & Insurance
119 14th Street NW, Suite 300
St. Paul, MN 55112
www.pcgagencies.com
Call one of our Personal Risk Managers today!
Jack Pickler
651-605-2706
jackp@pcgagencies.com
Michelle Marquez, CIC, CPCU
651-605-2747
Craig Johnson
651-605-2751
craigj@pcgagencies.com
Independent Agents • Home, Automobile, Boat, Recreational Vehicle, Umbrella
Runck
Russell
Runck & Assoc. of Ameriprise
CFP
703 11th Street East
Glencoe, MN 55336
320-864-6565
Fax:
russ.e.runck@ampf.com
Retirement Planning
Rushman
E.
Salverda
Member Since
July 2008
Paul
USAdvisors Insurance Agency
15752 Venture Lane
952-746-7680
Fax:
prushman@usadvisorsinsurance.com
Lauri
Castle Rock Finnancial Planning, Inc. CFP CFA
750 Main Street, Suite 215
Medota Heights, MN 55118
651-294-0013
Fax: 651-389-9440
lauri@castlerockfp.com
Retirement Planning
Samaha
555 Nicollet Mall #200
612-746-5305
ahmed.m.samaha@ampf.com
CLU, ChFC
Michael
Fax:
michael.russell@mnpartners.org
Member Since
April 2015
Ryan
Transamerica Retirement
408 St. Peter Street, Ste 230
St Paul, MN 55102
651-286-4767
lee.ryan@transamerica.com
Lee
Fax:
Fax: 888-247-2122
Member Since
September 2014
Rydell
Ronald
Rydell Financial
CFP
8400 Normandale Lake Blvd., Suite 920
952-884-4141
Fax: 952-881-6440
ronr@rydellfinancial.com
Sell-Side M&A
Exit Strategies for Business Owners
Sadelack
K
Fax: 612-238-8910
Member Since
July 2013
May 1, 2015
M
CFP, ChFC, CLU, CASL
Timothy
Encore Wealth Advisors
CFP
715 Atlantic Avenue
Morris, MN 56267
320-288-4084
Fax:
timothy.schaefer@securitiesamerica.com
Schiavo
CFP, CRPC
Member Since
March 2001
Member Since
September 2011
Schaefer
Barbara
P
David
Member Since
September 1996
Doreen
H
Robert
Investment Centers of America, Inc.
CFP/CPA
145 S Main St, Box 137
Bird Island, MN 55310
320-365-4099
Fax: 320-365-4621
rob.saunders@investmentcenters.com
Estate Planning
Retirement Planning
Tax Planning
BGM TruNorth Wealth Partners
4470 West 78th Street Circle, #200
952-844-2500
Fax:
dsayers@bgmtrunorth.com
Member Since
October 2014
Bronfman E.L. Rothschild
225 South 6th St., Suite 2300
612-876-4666
barbara.sager@belr.com
James
Century Financial Advisors, Inc.
CFP, MS, CFCA
P.O. Box 9056
Fargo, ND 58106
701-237-3453
Fax: 701-893-3453
jsanders@fscadvisor.com
Member Since
Retirement Planning
December 1999
Sayers
Molinari Financial
7400 University Ave NE
Fridley, MN 55432
612-805-9350
Fax:
doreen@molinari-financial.com
Sager
Member Since
December 2014
Saunders
CFP
M
CFP
Sanders
Minnesota Philanthropy
101 5th Street East, #2400
St Paul, MN 55101
Member Since
June 2003
Ahmed
Member Since
January 2015
Russell
P
Larry
122 North 3rd Street
Marshall, MN 56258
507-532-2219
Fax:
larry.j.schiavo@ampf.com
Retirement Planning
Minnesota Chapter
Member Since
October 2007
Member Since
September 2008
Page 50
Schmidt
Trust Point
43 Main Street SE, Suite 214
612-339-2343
cschmidt@trustpointinc.com
Christine
Schubert
763-543-5153
margit.m.schubert@ampf.com
CFP
Fax:
Margit
Fax: 763-525-0372
Member Since
July 2014
Schmitz
David
E.
Member Since
July 2005
Schuenemann
CliftonLarsonAllen
CPA, CFP
612-397-3228
Fax: 612-376-4690
david.schmitz@cliftonlarsonallen.com
Bryan
Stiles Financial Services
6550 York Avenue South, Suite 412
Edina, MN 55435
952-988-0452
Fax:
peter@stilesfinancial.com
Peter
Member Since
February 2008
Schultenover
Richard
CFP, CFS
612-617-6030
Fax:
rick.schultenover@northstarfinancial.com
CFP, CFA
Member Since
November 2008
Scholz
Ellen
Effective Money Strategies, Inc.
CFP
7865 Fourth Avenue
651-717-0113
Fax: 651-717-0116
EMScholz@aol.com
Retirement Planning
Schonberg
M
Member Since
March 1997
Schubert
John
CFP
763-543-5170
Fax: 763-525-0372
john.c.schubert@ampf.com
Retirement Planning
Investment Planning
May 1, 2015
Member Since
December 2014
Schutte
Member Since
January 2013
Julieann
Paul
7380 France Ave. So. Suite 200
Edina, MN 55435
612-396-6802
Fax:
pschuster@marketplacehome.com
John
USAdvisors Wealth Management
CFP, AIF
15750 Venture Lane
952-829-0000 x6166
Fax: 952-829-5555
julieann.schroeder@securitiesamerica.com
Qualified Plans
Investment Planning
Member Since
September 2012
Schuster
2550 University Avenue West, #180 South
St Paul, MN 55114
651-251-3637
Fax:
jschonberg@stonebridgecap.com
Schroeder
Eric
Lawing Financial
Wayzata, MN 55391
952-767-3021
Fax:
bschuenemann@lawingfinancial.com
Member Since
February 2013
Schmitz
M
CFP
E
Schwalbach
Member Since
May 1993
C
Kent
D
Educators Financial Services Inc
CFP, CLU, ChFC, LUTCF, CPA
440 Emerson St. N, Suite #2
Cambridge, MN 55008
763-689-9023*86043
Fax: 763-689-3742
kents@tsainvest.com
Specialty Groups
Member Since
Asset Management
October 1996
John
Freedom Financial Partners
CFP
605 Topaz Ln
Hudson, WI 54016
651-797-3532
Fax:
john@ffpforme.com
Insurance
Schwandt
S.
Member Since
June 2007
David
PLANVISER Financial
CFP/JD/CLU/ChFC/MSFS
701 Fourth Avenue So., Suite 1500
612-436-3755
Fax: 612-313-7554
DSchwandt@planviser.com
Member Since
June 1989
Minnesota Chapter
Member Since
December 1998
Page 51
Schwartz
Gary
H
Segal
CLU, ChFC, CRPC
612-817-8711
Fax: 952-837-0900
gary.schwartz@northstarfinancial.com
Actifi, Inc.
3030 Harbor Lane N, #216
Plymouth, MN 55447
763-746-1261
spenser@actifi.com
Spenser
AIFA
Fax: 763-746-1260
Member Since
March 2003
Schwartz
Paul
G
Member Since
December 2008
Seidel
Wells Fargo Private Client Services
CFP
6th & Marquette, MAC: N9305-101
612-316-2720
Fax: 612-667-7963
paul.g.schwartz@wellsfargo.com
James
Robert W. Baird & Company
Edina, MN 55435
952-857-5506
Fax:
jseidel@rwbaird.com
Member Since
March 2006
Schwartz
Todd
S
Member Since
April 2013
Sessions
CFP
612-671-2404
Fax: 612-671-4749
tsschwartz8@yahoo.com
Sessions Financial Group
8023 - 32nd Place North
Crystal, MN 55427
763-494-0095
jj@sessionsfinancial.com
Joseph
Kim
SilverOak Wealth Management
CPA/PFS/CFP
Edina, MN 55435
952-896-5707
Fax: 952-896-5719
kschwichtenberg@silveroakwealth.com
Tax Planning
Sealine
First Point Financial Group
952-905-2244
jsealine@fstpt.com
Joyce
R
Benjamin
Member Since
July 1993
A
Member Since
February 2009
Severson
Fax: 952-905-2245
Becky
Sexton
612-397-3136
Fax:
samdsexton@gmail.com
Fax:
Mark
CFP
848 Great Oaks Trail
Eagan, MN 55123
612-316-4106
Fax: 612-316-1155
mark.a.severson@wellsfargo.com
Estate Planning
Investment Management Consulting
Retirement Planning
Boulay Financial Services LLC
7500 Flying Cloud Drive, #800
952-841-3004
msebold@bhz.com
Molly
Fax: 952-841-2989
Member Since
July 2008
May 1, 2015
Member Since
May 1998
CPA
Member Since
March 2013
Seymour
CFP
A
Samuel
Member Since
February 2015
Sebold
R
CFP, CFS
2701 University Avenue S.E.
612-617-6028
Fax: 612-256-3028
ben.setterlund@northstarfinancial.com
Member Since
March 2003
Trust Point Inc
43 Main Street SE, Suite 214
612-339-2343
becky.sebastian@yahoo.com
Member Since
July 2005
Setterlund
ChFC, CLU, CFP
Sebastian
J
Fax: 763-494-8802
Member Since
July 1999
Schwichtenberg
R
CFP
Laura
TorchLight Advisors
CFP
8400 Normandale Lake Blvd Ste 920
952-921-2450
Fax: 952-378-2811
laura@torchlightadvisorsllc.com
Life Planning
Minnesota Chapter
Member Since
January 2008
Page 52
Shallman
Tenielle
M.
Shimkus Jr.
CFP
505 N. Hwy 169, #900
Plymouth, MN 55441
763-417-1674
Fax: 763-417-1674
tshallman@wealthenhancement.com
Frank
Member Since
February 2006
Shannon
Ryan
CFP
5200 W 73rd St
Edina, MN 55439
952-841-2220
Fax: 952-841-2223
Ryan.Shannon@accredited.com
Shavlik
Shavlik Financial Services
1865 W Wayzata Blvd #206
Long Lake, MN 55356
952-473-8300
gene@shavlikfinancial.com
Tax Planning
Retirement Planning
Home Mortgage Services
Gene
M
Member Since
July 2007
Shinnick
Scott
St Paul, MN 55114
651-251-3638
Fax:
sshinnick@stonebridgecap.com
Member Since
April 2008
J
Member Since
March 2015
Shreves
Catherine
Bird Wealth Management
PO Box 990
952-828-4846
Fax:
catherine.shreves@birdfirm.com
CFP/CPA
Fax: 952-473-3800
Elizabeth
Member Since
February 2015
Shawn
Vicki
Securian Trust Company
400 Robert Street North
St Paul, MN 55101
651-665-4001
Fax:
vicki.shawn@securiantrust.com
Member Since
December 2006
Silbaugh
Access Financial Services
1650 West 82nd Street, Suite 850
952-885-2731
Fax:
elizabeth@accessfinsvcs.com
D. Peter
CFP
10000 Minnetonka Blvd.
952-563-1225
Fax: 952-563-1213
d.p.silbaugh@ampf.com
Retirement Planning
Investment Planning
Silver
Andrew
R
Joel
Member Since
February 2014
Skogrand
Foley & Mansfield
250 Marquette Avenue, Suite 1200
612-216-0221
Fax:
ashedlock@foleymansfield.com
122 North 3rd Street
Marshall, MN 56258
507-532-2219
corey.j.skogrand@ampf.com
Corey
Sheridan Law Offices
4470 Erin Dr., Suite 101
Eagan, MN 55122
651-452-8705
law@sheridanlaw.org
Daniel
M
Fax: 507-532-0018
Member Since
March 2006
Skogrand
Cory Ann
J
CFP
122 North 3rd Street P.O. Box 214
Marshall, MN 56258
507-532-2219
Fax: 507-532-0018
corrine.2.skogrand@ampf.com
CPA, Attorney
Fax: 651-452-8745
Member Since
July 2002
May 1, 2015
J
CFP
Member Since
July 2014
Sheridan
Member Since
June 2000
CFP
641 East Lake Street, Suite 230
Wayzata, MN 55391
952-261-3569
Fax: 952-476-9767
joel.silver@rbc.com
CFP
Member Since
July 2012
Shedlock
E.
CFP
Member Since
August 1992
Shaw
S
Burns Brothers Financial Group, Inc.
9555 James Avenue S., #200
952-881-4533
Fax:
fshimkus@bbfg.com
AM RP TP
Minnesota Chapter
Member Since
March 2006
Page 53
Skogstad
Dale
Spaanem
CliftonLarsonAllen Wealth Advisors LLC CFP, CFA
612-397-3105
Fax:
dale.skogstad@cliftonlarsonallen.com
Andrew
Northwestern Mutual Financial Network CFP
5201 Eden Avenue, Ste 200
Edina, MN 55436
952-698-7036
Fax: 952-922-2031
andrew.spaanem@nmfn.com
Member Since
January 2010
Smith
MPPL Financial
2610 Stewart, Ste 100
Wausau, WI 54401
715-848-3474
jere1683@gmail.com
Jeremiah
Spaude
CFP
Fax:
Member Since
October 2014
Smith
Ken
L
2031 East 5th Street
Duluth, MN 55812
701-659-0449
smyt0051@d.umn.edu
Ryan
Eide Bailly Financial Services
CFP
1911 Excel Drive
Mankato, MN 56001
507-387-6031
Fax: 507-387-6436
rspaude@eidebailly.com
Retirement Planning
Estate Planning
Spresser
Wells Fargo Private Bank
CFP
4208 Kemrich Circle
612-667-3488
Fax: 612-667-4727
lkjksmith@yahoo.com
Member Since
Retirement Planning
Investment Planning
November 1998
Smyth
Member Since
February 2012
Mitchell
8847 Bristol Hill
952-334-5254
kelseyspresser@gmail.com
Kelsey
Fax:
Barry
Peter
Member Since
March 2007
St. George
Woodbury Financial Services
12287 - 24th Street No.
Lake Elmo, MN 55042
CFP
Clayton
Member Since
June 2013
Sam
S
Fax:
Member Since
November 2003
Sorensen
Mary
Member Since
April 2002
Staebler
CFP
2091 Pinehurts Drive
303-663-4916
wiaarm@yahoo.com
L.
Jon
Lincoln Financial Advisors
CLU, LUTCF
610 3rd Ave SE
Perham, MN 56573
218-346-2211
Fax: 218-346-2221
jon.staebler@lfg.com
Estate Planning & Life Insurance
Stanley
Bonnie
R
Member Since
October 2006
A
Office Connection & Send Out Cards
3900 Main Street NE
763-781-1212
Fax: 763-226-2393
office@fpamn.org
CFP
3601 Minnesota Dr., Ste 5500
Fax:
Member Since
March 2006
May 1, 2015
M
CLU, CFP
Fax: 651-773-5665
clayton.stgeorge@woodburyfinancial.com
Fax:
Somuri
A
CFP
18015 Ulysses Street NE, Suite 100
Ham Lake, MN 55304
763-754-2670
Fax: 763-754-2722
barry.springborn@thrivent.com
Member Since
September 2014
Financial Concepts, Inc.
9655 Schmidt Lake Road
Plymouth, MN 55442
612-840-2093
psnow@fci-wmg.com
Member Since
May 2001
Member Since
October 2014
Springborn
Fax:
Snow
C
Minnesota Chapter
Member Since
August 1994
Page 54
Stanzak
Janet
Financial Empowerment, LLC
CFP
450 American Blvd. West
952-646-0026
Fax: 952-893-0133
jstanzak@finempowerment.com
Retirement Planning
Steffen
Robert
A
Stiles
Member Since
August 1996
A
Stitzel
Robert Steffen & Associates
CFP
9801 Dupont Avenue S #360
952-884-7700
Fax: 952-884-6791
bob@robertsteffen.com
Physician Financial Planning
Member Since
Estate Planning
Investment Planning
September 1982
Steger
Todd
W
Member Since
June 2000
Matt
Conway, Deuth, & Schmiesing, PLLP CFP EA
2351 Connecticut Avenue, #110
Sartell, MN 56377
320-252-7565
Fax: 320-252-6124
msteidl@cdscpa.com
Tax Planning
Business Planning
Tax Preparation
Stein
UBS Financial Services, Inc.
632 Midwest Trail Place North
Lake Elmo, MN 55042
651-298-1692
keith.r.stein@ubs.com
Stitzel-Rosenfeld LLC
4623 Blaisdell Avenue
612-381-7444
lisastitzel@gmail.com
Lisa
T
Member Since
March 2006
Lee
Lee Stoerzinger, Inc.
CFP
940 Inwood Avenue North
Oakdale, MN 55128
651-578-1600
Fax: 651-578-1699
lee@leestoerzinger.com
Retirement Planning
Investment Planning
14027 Ridge Point Court
Savage, MN 55378
952-233-2151
reid@advisoryquest.com
Fax:
Member Since
February 2011
Strand
1730 30th Ave N
Plymouth, MN 55447
952-838-8189
cyndi.strand@rbc.com
Fax:
Cynthia
Paul
C
Fax:
Stern
900 Long Lake Road, Ste 220
651-635-1747
arlen.g.stern@gmail.com
Member Since
January 2004
Strate
Advanced Retirement Resources, Inc. CFP
612-347-8630
Fax: 612-313-7527
pcstein@advancedretirement.com
Retirement Planning
Member Since
September 1992
Arlen
Fidelity Investments
11450 Wayzata Blvd
952-252-3880
james.strate@fmr.com
CFP
Fax:
Member Since
April 2013
2701 University Ave. SE
612-617-6081
Fax:
ingrid.strauss@northstarfinancial.com
Member Since
December 2014
May 1, 2015
James
Strauss
Fax: 651-635-1797
J
CFP
Member Since
March 2014
Stein
Member Since
August 2002
Reid
Member Since
March 1999
CFP
M
Fax:
Stone
Keith
M
CFP
Stoerzinger
Acumen Financial Group, Inc.
CFP
8500 Normandale Lake Boulevard #510
952-897-5777
Fax: 952-897-5775
todd@acumenfinancial.com
Steidl
Susan
Stiles Financial Services, Inc.
CFP, ChFC, CIMA, AIF, MBA
6550 York Avenue So., Suite 412
Edina, MN 55435
952-988-0452
Fax: 952-988-0752
susan@stilesfinancial.com
Corporate Retirement Plans
Member Since
Investment Services
March 2004
Minnesota Chapter
Ingrid
CFP
Member Since
August 2012
Page 55
Sit Mutual Funds
Platinum Partner
Stock Funds
Developing Markets Growth
Small Cap Growth
International Growth
Mid Cap Growth
Large Cap Growth
Small Cap Dividend Growth
Global Dividend Growth
Dividend Growth
Balanced
Bond Funds
Minnesota Tax-Free Income
Tax-Free Income
Quality Income
U.S. Government Securities
www.sitfunds.com
1-800-332-5580
Carefully consider the Funds’ investment objectives, risks, charges and expenses before
investing. The prospectus contains this and other imporant Fund information and may be
obtained by calling Sit Mutual Funds at 1-800-332-5580 or at www.sitfunds.com. Read the
prospectus carefully before investing.
Stricker
Alan
M
Swanson
August Financial Consulting, LLC
3616 County Rd 101 S
Wayzata, MN 55391
952-767-2073
Fax:
Alan@AugustFinancialConsulting.com
Member Since
October 2012
Stroh
Gregory
A
Swanson
Capital Management Associates
7900 Xerxes Ave S #500 NW Fncl Ctr
952-893-1200
Fax: 952-893-0133
gstroh@cap-mgt.com
Member Since
December 1995
Stroh
952-432-4666
jon@mindfulplanning.com
Duane
Bridge Investment Group
CFP
1200 Hosford Street, Ste 104
Hudson, WI 54016
715-386-5588
Fax: 715-386-5599
duanes@bridgeinvestmentgrp.com
Life Planning
Jonathan
Maclay
CFP, CFS
3900 Northowoods Drive, #150
Fax: 651-494-9768
651-765-7031
maclay.m.swanson@ampf.com
Retirement Planning
Swanson
Fax:
Scott
D
Swart
Kathleen
CRPC
CFP
17963 Bearpath Trail
Fax:
kathytillotson@comcast.net
J. Daniel
Member Since
March 2012
Tansom
Cambridge Investment Research, Inc. CFP
1776 Pleasant Plain Road
Fairfield, IA 52556
800-777-6080
Fax: 641-472-6906
dan.sullivan@cir2.com
Ryan
Solidity Financial
520 West Highway 96, Suite 300
Shoreview, MN 55082
612-720-6530
Fax:
ryan@mysolidity.com
Member Since
March 2006
Sullivan
Zeiders Enterprises, Inc.
8416 Grove Circle
Shakopee, MN 55379
952-215-7626
Molly8040@gmail.com
Molly
Member Since
December 2014
Taplin
Isaac
CFP
333 Overlook Dr
Ellsworth, WI 54011
Fax:
Fax:
tapli018@d.umn.edu
Member Since
June 2007
Sundquist
Fredrick
W
Member Since
February 2015
Tarara
Invest Forward
CFP
104 Main Ave N, PO Box 699
Bagley, MN 56621
218-694-6900
Fax: 218-694-6969
fred.sundquist@investmentcenters.com
Member Since
July 2006
May 1, 2015
Member Since
April 2009
Member Since
July 2014
Member Since
February 2008
Sullivan
M
Tyler
Member Since
April 2014
13782 Bluestem Court, Suite 150
Baxter, MN 56425
218-829-4131
Fax:
scott.d.stroot@ampf.com
Member Since
March 1994
CliftonLarsonAllen Wealth Advisors, LLC
220 South Sixth Street, #300
612-376-4598
Fax:
tyler.swanson@claconnect.com
CFP
Stroot
R
Tarara Asset Management
1435 Knollwood Lane
651-306-1543
charlestar@comcast.net
Asset Management
Retirement Planning
Estate Planning
Minnesota Chapter
Charles
M
CLU, ChFC
Fax: 651-306-1525
Member Since
April 1983
Page 56
Tartaro
6600 Pleasant Ave S, Ste 101
Richfield, MN 55423
612-671-7754
peter.j.tartaro@ampf.com
Peter
Thomas
1105 2nd Avenue N
Great Falls, MT 59401
406-453-4169
selene.m.thomas@ampf.com
CFP
Fax:
Selene
M
CFP
Fax: 406-452-1147
Member Since
February 2013
Tate
Andrew
M
Thorfinnson
CFP
612-617-6000 x6049
Fax: 612-256-3049
andy.tate@northstarfinancial.com
Member Since
Retirement Planning
November 2008
Tate
Member Since
May 1995
Lawrence
Spectrum Finanial Group
3800 American Blvd, Suite 200
952-449-4414
rthorfinnson@sfgi.com
Asset Allocation
Investment Planning
Annuities
Ross
Fax: 952-944-0951
Member Since
April 1996
Thorup
2701 University Ave. SE
612-617-6072
Fax: 612-256-3072
larry.tate@northstarfinancial.com
L
CLU/ChFC
Jeffrey
A
Focus Financial Network Inc
CFP
651-631-8166 x215
Fax: 651-631-1139
jthorup@focusfinancial.com
Member Since
July 2007
Tegeler
Jeffrey
W
Thunker
Garrity, Tegeler & Varley Wealth Strategies
CFP, ChFC, CLU
8011 34th Ave S, #141
952-941-7006 x14
Fax: 952-941-7064
jeff@financial-picture.com
Life Insurance
Member Since
Estate Planning
IRA Distribution Planning
April 2002
Tenpenny
Wells Fargo
601 East Minnehaha Parkway
614-397-8916
seth.tenpenny@gmail.com
Member Since
March 2002
Seth
Nicholas
SilverOak Wealth Management
CFP
Edina, MN 55435
952-896 -5704
Fax:
nthunker@silveroakwealth.com
Retirement Planning
Thurin
Christopher
Thurin, Thurin and Associates
3601 West 76th Street, Suite 160
Edina, MN 55435
952-841-8123
Fax:
christopher.m.thurin@ampf.com
CFP
Fax: 614-763-7959
CRPC, RFC
Member Since
June 2009
Thesing
David
Bridgeway Learning Systems
CFP/CLU/ChFC
277 Coon Rapids Blvd., Suite 403
612-747-6447
Fax: 507-238-9993
dthesing@bridgewaylearning.com
Life Insurance
Charitable Giving
Thomas
5924 Forest Blvd Trail
Wyoming, MN 55092
651-600-1494
cmtxmas@gmail.com
A
Member Since
January 2015
Tomm
Jodi
K
Jodi K Tomm CPA
CFP, CPA
150 St Andrews Court, Suite 210
Mankato, MN 56001
507-625-5876
Fax: 507-625-2491
jodi@jktommcpa.com
Tax Planning
Member Since
April 2000
Christine
Member Since
July 1996
Torguson
6285 Zircon Lane N
763-493-3407
torgusonl@gmail.com
Fax:
Member Since
January 2015
May 1, 2015
Member Since
December 2006
Minnesota Chapter
Lisa
Fax:
Member Since
December 2014
Page 57
Tornell
Barbara
Turner
Ameriprise
1550 Sedge Ct
612-671-2633
john.f.turner@ampf.com
10160 Foley Blvd NW, Suite 200
763-235-6315
Fax:
btornell@marketplacehome.com
John
Fax:
Member Since
January 2015
Trauger
Alexis
Member Since
September 2006
Tuschen
Consulate General of Canada
701 4th Ave S, Ste 900
Chad
Lincoln Financial Advisors
CFP
7701 France Ave. S. Suite #100
Edina, MN 55435
952-352-9224
Fax: 952-933-7589
chad.tuschen@LFG.com
Fax:
alexis.trauger@gmail.com
Member Since
February 2014
Truckenbrod
Jane
First Advisors
CPA
80 S Eighth St, 900 IDS Center
612-349-5210
Fax: 612-371-2075
jane@first-advisors.com
Asset Management
Qualified Plans
Tudor
B
Member Since
April 2011
Urch
16606 83rd Ave N
507-421-9339
mjurch@gmail.com
Michael
Member Since
May 2014
Utecht
Affinity Plus Credit Union
175 W Lafayette Rd
St Paul, MN 55107
651-312-9315
tutecht@affinityplus.org
CFP
Todd
CFP/CFA
Fax: 651-225-3788
Member Since
June 2013
Tufte
Cherry Tree
301 Carlson Parkway
952-253-6006
ktufte@cherrytree.com
Keith
Member Since
Septembe 2010
Turkington
Fair Trust Financial LLC
855 Village Center Drive #360
651-484-0701
cindy@fairtrustfinancial.com
Cynthia
Member Since
September 2004
Valento
Fax:
L
Fiduciary Counseling, Inc.
30 7th St E, #2000
St Paul, MN 55101
651-215-4409
ebv@fidcouns.com
Fax:
Timothy
Elizabeth
CFP
Fax: 651-228-0776
Member Since
September 2008
Turner
Andrew
Riverbridge Partners, LLC
CFP
80 South 8th Street, Ste 1200
612-904-6226
Fax: 612-904-6276
at@riverbridge.com
Asset Management
Investment Planning
May 1, 2015
W
J
Royal Alliance & Associates
CFP
2880 Middle St, #203
Little Canada, MN 55117
651-484-3122
Fax: 651-484-3144
tvalento@fdg-advisors.com
Member Since
Retirement Planning
December 1994
Van Hoever
CFP
J
Fax:
Member Since
February 1997
Suzanne
5200 W 73rd St
Edina, MN 55439
952-841-2222
Fax:
suzanne.tudor@accredited.com
F
Member Since
January 2010
VandenEinde
Berger Financial Group
1143 So Shore Dr
Medicine Lake, MN 55441
763-208-5156
mv@bergerfinancial.com
Member Since
March 2004
Minnesota Chapter
Mark
W
Fax: 763-557-6079
Member Since
May 1995
Page 58
Vandersall
Edina, MN 55435
952-857-1246
mark.e.vandersall@ampf.com
Retirement Planning
Investment Planning
Estate Planning
Mark
Vlastuin
Jordan
Heritage Wealth Architects
730 Dayton Avenue
St. Paul, MN 55104
651-289-6444
Fax:
jav@heritagewealtharchitects.com
Fax: 952-837-1133
Member Since
November 1998
Vanderschans
Incredible Inc
601 Carlson Parkway #1235
952-449-4444
incredibleinc@comcast.net
E
CFP
Catherine
Member Since
December 2012
Volin
3710 S. West Ave
Soiux Falls, SD 57105-6352
605-335-1693
james.p.volin@ampf.com
CFP
Fax: 952-449-4445
James
Fax:
Member Since
June 1997
VanDerwerker
Dirk
Member Since
July 2011
Vomacka
Sundial Financial Planning
5445 City Hall St, PO Box 873
Nisswa, MN 56468
218-821-8460
Fax:
dirk@sundialfinancialplanning.com
Charles
Rekow Management, LLC
101 South First St., #50
Montevideo, MN 56265
320-269-7889
Fax:
ckvomacka@rekowmanagement.com
CFP
Member Since
October 2012
Velin
Michael
DS&B Financial Services, LLC
2165 Woodlane Drive, Suite 100
Woodbury, MN 55125
651-287-6215
Fax:
mvelin@dsbfinancialservices.com
Member Since
July 2013
Vinge
Ameriprise Financial Advisors
Edina, MN 55435-5971
952-857-1320
kathy.s.vinge@ampf.com
Kathy
Benjamin
Fax: 952-837-0100
Member Since
May 1999
Andy
Jerry
Wade Financial Group
CFP/CFS
5500 Wayzata Boulevard #190
763-797-9577
Fax: 612-545-7401
jerry@wadefinancialgroup.com
Asset Management
Estate Planning
Retirement Planning
Wadeson
Advanced Financial Consultants
2770 Commerce Drive NW
Rochester, MN 55901
507-288-4248
Fax:
avix@advancedfin.com
105 Ninth Street SE
Glydon, MN 56547
701-261-8148
horseman232001@yahoo.com
James
Duluth, MN
218-726-7093
jvizanko@d.umn.edu
Fax:
Brian
J
Charles Schwab & Co.
CFP
717 Nicollet Mall, IDS Center, Ste 200
Mineapolis, MN 55402
612-204-3777
Fax: 952-404-1887
brian.wagenbach@schwab.com
Fax:
Member Since
October 2012
May 1, 2015
Member Since
October 1989
Member Since
January 2015
Wagenbach
FPA MN Duluth Student Chapter
B
Scott
Member Since
October 2014
Vizanko
L
Wacek Financial Planning, LLC
CFP
6 Pine Tree Drive, Suite 100
St Paul, MN 55112
651-639-8707
Fax: 952-854-6276
benwacek.fpa@gmail.com
Member Since
Retirement Planning
November 2006
Wade
CFP
Vix
Member Since
September 2010
Wacek
CFP
P
CFP ChFC
Minnesota Chapter
Member Since
September 2005
Page 59
Wagenman
Cox Insurance Associates
1639 Larpentur Ave W
St Paul, MN 55113
651-647-0001
ryan@coxins.net
Ryan
Walsh
John
Liberty Home Equity Solution
601 Carlson Parkway, #1050
541-357-0168
Fax:
john.walsh@libertyhomeequity.com
Fax:
Member Since
January 2013
Wagner
Bruce
Financial LifeLab Inc
7362 University Avenue NE, #202
Fridley, MN 55432
763-572-0700
Fax: 763-572-0799
bruce@lifelabinc.com
Insurance
Wagner
1369 Spruce Place, #2701
210-254-8317
waynewagnertx@yahoo.com
R
Walsh
Fiduciary Counseling, Inc.
30 E. 7th St., Suite 2000
St Paul, MN 55101
651-215-4441
tww@fidcouns.com
CFP, CPA
Fax: 651-215-4493
Member Since
June 2007
Walther
Fax:
Member Since
July 2002
15 Broadway N
Fargo, ND 58102
701-451-3079
bwalen@bellbanks.com
Thomas
Member Since
July 1997
Wayne
Walen
Member Since
April 2014
Becky
US Allianz Investor Services
5701 Golden Hills
763-765-7121
corey.j.walther@hotmail.com
Annuities
Retirement Planning
Investment Planning
Corey
Fax: 763-765-7120
Member Since
January 2001
Ward
Anne
Fax:
Member Since
March 2014
Waldean
Fax:
w.wall@comcast.net
Member Since
December 2011
Scott
M
Member Since
September 2006
John
Walsh Financial
7900 International Drive #1035
952-925-4188
Fax: 952-925-4212
john@walshfin.com
Retirement Planning
Mutual Funds
May 1, 2015
Kathryn
CFP
6th & Marquette, 11th Flr, MAC N9305-111
612-667-7686
Fax:
kathy.waters@wellsfargo.com
Retirement Planning
Watkins
Midwest Professional Planners, LTD.
CFP
202 Third Ave.
Proctor, MN 55810
218-628-3134
Fax: 218-628-3133
swalls@mpplplan.com
Walsh
Member Since
January 2006
Waters
1681 Walnut Lane
Eagan, MN 55122
Wallschlaeger
M
Allodium Investment Consultants
CFP
500 Washington Avenue South, Suite 2015
612-230-3720
Fax: 612-230-3714
award@aicria.com
AMC, CMFC
Wall
J
ChFC
V
John Kyle
CFP
14985 Glazier Avenue, #404
Fax: 952-953-4443
952-953-4300
jkwatkins@focusfinancial.com
Asset Allocation
Divorce Planning
Wayt
Ohio National/Pilot Financial
8011 34th Ave S, Ste 300
952-229-8899
andy@pilotfinancialmn.com
Member Since
July 1996
Minnesota Chapter
Member Since
July 2006
Member Since
October 1993
Andrew
Fax:
Member Since
February 2015
Page 60
Webb
Webb Financial Group LLC
952-837-3200
gary@webbfinancial.com
Financial Planning
Retirement Planning
Webb
Gary
Wendt-Vann
1552 Sargent Avenue
St Paul, MN 55105
651-699-9146
mnvanns4@aol.com
Jerome
Michael
T
Member Since
March 1996
Wengronowitz
Ann
Member Since
August 1988
J
Member Since
March 2006
Wenner
Josh
Nate
Wenum
1835 Ameriprise Financial
612-671-2577
mary.a.wenum@ampf.com
Karen
Mary
CLU, CLTC, RHU,LUTCF
Fax: 612-678-6317
Member Since
August 2012
Lou
Ameriprise Financial Services Inc
CFP, CRPC
43 Main Street SE #230
612-871-1413
Fax: 612-871-5634
lou.a.welter@ampf.com
Retirement Planning
Investment Planning
Wempner
Gail
7380 France Ave. S Suite 200
952-544-0821
Fax: 952-417-0504
gail@marketplacehome.com
Reverse Mortgages
Life Planning
Mortgage Planning
May 1, 2015
Member Since
June 2014
Wesely
Wehner & Associates
CLU, ChFC
4565 Wilson Street
952-937-5072
Fax: 952-937-5139
karen@wehnerandassociates.com
A
John
CFP, CPA, PFS, CIMA
7601 France Ave. S., Suite 400
Edina, MN 55435
952-548-3404
Fax: 952-548-3500
nwenner@wipflihewins.com
Member Since
Retirement Planning
June 2000
Member Since
October 2014
Welter
M
North Star Professional Center
CFP
2701 University Avenue
612-617-6110
Fax:
ann.wengronowitz@northstarfinancial.com
Webskowski Accounting
CFP, EA
6040 Main Street Suite 102
Rockford, MN 55373
763-477-4205
Fax: 763-477-5893
webskowskij@financialnetwork.com
Wehner
E
Fax:
Member Since
November 2001
Michael J Weber, CPA, PFS, CFP
CFP, CPA/PFS
1021 15th Avenue NE
Aberdeen, SD 57401
Fax: 605-229-6823
605-229-0030
webster_316@yahoo.com
Estate Planning
Member Since
Tax Planning
November 1994
Webskowski
Claudia
CFP
Fax: 952-837-0011
Webb Financial Group LLC
CFP
952-837-3200
Fax: 952-837-0011
jwebb@visi.com
Asset Management
Retirement Planning
Weber
S
RFC
Richard
G
Ameriprise Financial Services, Inc
CFP
7601 France Avenue S, #600
Edina, MN 55435
952-857-1283
Fax: 952-837-0100
rich.wesely@ampf.com
Member Since
Retirement Planning
December 2001
West
Kristine
2550 University Avenue W #180S
St Paul, MN 55114
651-251-3630
Fax: 651-251-1010
kwest@stonebridgecap.com
Member Since
July 1993
F
Member Since
October 2007
Westin
QA Investment Services
10225 Yellow Circle Dr, #101
952-767-6301
dwestin@qais.biz
Member Since
April 2005
Minnesota Chapter
Dan
CFP, ChFC, CASL
Fax:
Member Since
May 2012
Page 61
Whaley
Wells Fargo
1713 Taylor St NE
612-667-9324
carl.whaley@wellsfargo.com
Carl
P
Wilson
Paul
R
Comprehensive Wealth Management CFP
7500 Hwy. 55, Suite 125
952-405-6000
Fax: 952-405-6005
wilson.paul@lpl.com
CFP
Fax: 612-305-5100
Member Since
July 2006
Wickmann
Jeffrey
L
Winkels
Lifestage Wealth Management
CFP
15010 Glazier Ave # 204
Fax: 952-431-5262
952-431-5200
jeffwickmann@yahoo.com
Tax Planning
Member Since
Retirement Planning
November 1995
Wielinski
Peter
E
Thomas
A
Advanced Wealth Management Group CFP
612-347-8641
Fax: 612-313-7546
tom@advancedwealth.com
IRA Qualified Distribution Planning
Estate and Retirement Planning
Investment Planning
Winther
Member Since
July 1998
Damian
CFP
Edina, MN 55435
952-885-9088 x217
Fax: 952-887-2949
dwinther@birchwoodfp.com
CFP
5904 Queen Ave S
612-920-2589
wielin@q.com
Member Since
October 2009
Fax:
Member Since
September 1976
Wilkins
Scott
Ameriprise
612-671-6973
Fax:
scott.b.wilkins@ampf.com
Wisgerhof
5219 W 113th Street
612-616-6589
williamsongarrett@gmail.com
Garrett
Member Since
October 2014
Victoria
MS
Member Since
September 2005
Wilson
Schwarz Dygos Wheeler
612-355-4366
Fax:
wilson@sdwia.com
Paul
S
William
B
Member Since
May 1993
Lloyd
R
CFP
7701 France Avenue South, #475
Edina, MN 55435
952-841-8115
Fax: 952-841-8150
lloyd.r.woelfle@ampf.com
Asset Allocation
Asset Management
Estate Planning
Wolberg
Member Since
October 1985
Joshua
L
Channel Financial
CFP, CRPC, MBA
4800 Olson Memorial Hwy Ste 150
763-231-7581
Fax: 952-908-9090
josh.wolberg@channel-financial.com
CFP
Member Since
June 2005
May 1, 2015
Member Since
December 2003
Wixon Financial Services Corp
CFP/MBA
6439 Sycamore Court N
763-543-1819
Fax: 763-543-1693
bill@wixonadvisors.com
Retirement Planning
Life Planning
Woelfle
Fure Finanical Corporation
8500 Normandale Lake Blvd., Suite 950
952-944-8250
Fax: 952-944-8252
ffcvictoria@msn.com
Retirement Planning
CPA, ChFC, CLU
Director, Wealth Planning Tools
Wixon
Fax:
Williamson
W Scott
Wells Fargo
625 Marquette Ave. S, MAC N9311-071
612-667-8271
Fax:
scott.wisgerhof@wellsfargo.com
CFP
Member Since
January 2014
Williamson
Member Since
February 2007
Minnesota Chapter
Member Since
November 2009
Page 62
Wolfe
Robert W. Baird
9808 Tyler Street N.E.
Blaine, MN 55434
612-202-9939
JWolfe@rwbaird.com
Jean
Yard
Integrity Financial Group
8181 Fish Lake Road
763-416-4244
cwyard@hirep.net
CFP, CIMA, CPWA
Fax: 612-376-4600
Christopher
Fax:
Member Since
September 2007
Wolff
Amy
J
Yard
AJW Financial Inc.
CFP, CDFA
Edina, MN 55435
952-405-2000
Fax: 952-405-2001
amy@ajwfinancial.com
Member Since
Divorce Planning
November 1996
Wood
Solidity Financial
520 West Highway 96, Ste 300
Shoreview, MN 55126
651-330-8746
brandon@mysolidity.com
Member Since
July 2014
Brandon
Joseph
Integrity Financial Group Inc
CFP
8181 East Fish Lake Road
763-416-4244
Fax: 763-416-4255
jlyard@hirep.net
Retirement Planning
Young
Financial Strategies Group
1220 28th Ave N
Fargo, ND 58102
701-234-0103
myoung@finstrat.com
Fax:
Michael
Thomas
D
Fax:
Michelle
Wayne
Financial Advisor
CFP, CHFC
369 Milwaukee Rd
Hudson, WI 54016
715-426-1800
Fax:
wayne.s.wulf@ampf.com
Retirement Planning
Xaphakdy
Member Since
April 2003
M
Member Since
September 2005
Zandlo
Member Since
February 2015
Mai
Fax:
Gregory
North East Asset Management
CFP
9298 Central Ave NE, Suite 407
763-785-9541
Fax: 763-792-4120
greg@naem.com
Financial Education
Retirement Planning
Zimmerman
CFP
Member Since
February 2015
May 1, 2015
David
Executive Financial Services, Inc.
CFP
4200 W. Old Shakopee Road, #245
952-884-3326
Fax: 952-884-3327
dzack@advisornet.com
6631 Colfax Ave N
Brooklyn Center, MN 55430
651-239-0935
Fax:
SOUPHAKXAPHAKDY@HOTMAIL.COM
Greenwald Wealth
1660 S Hwy 100, Ste 270
952-641-7868
mai@joelgreenwald.com
Member Since
October 2002
Zack
Souphak
Yang
A
CFP
7601 France Avenue, Suite 550
Edina, MN 55435
952-857-1487
Fax: 952-837-1133
michelle.a.young@ampf.com
Member Since
June 1990
Wulf
V
Member Since
December 2014
Young
Abbot Downing
CFP
90 S 7th Street #5100
612-667-1784
Fax: 612-667-8739
thomas.wright@abbotdowning.com
Member Since
October 1998
CFP
Member Since
January 2011
Wright Jr
L
Linda
A
Member Since
January 1998
J
CFP
952-563-1214
Fax: 952-563-1213
linda.j.zimmerman@ampf.com
Member Since
Asset Allocation
Retirement Planning
December 1993
Minnesota Chapter
Page 63
Zimmerman
Steven
CFP/ChFC/CLU
Fax: 952-432-6705
952-432-4666
steve@mindfulplanning.com
Business Planning
Life Planning
Zimmerman
Susan
D
Member Since
January 2000
G
Mindful Asset Programs
LMFT ChFC CLU
Fax: 952-432-6705
952-432-4666
susan@mindfulassetprograms.com
Life Planning
Member Since
November 1994
Zook
Jeanine
J
CFP/CPA
4280 Galt Ocean Drive #7M
Ft. Lauderdale, FL 33308
612-889-5479
JJasZook@aol.com
Fax:
Member Since
May 2002
May 1, 2015
Minnesota Chapter
Page 64

MEMBERSHIP DIRECTORY - Minnesota

Transcription

Similar documents

MEMBERSHIP DIRECTORY - Minnesota